Natalie Miller
Aspen Grove Capital · Denver, Colorado
Natalie Miller is a fee-only financial advisor at Aspen Grove Capital in Denver, Colorado, who holds the CFA credential. Natalie focuses on family wealth transfer. Aspen Grove Capital reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Natalie →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aspen Grove Capital |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $6.67B across 3,287 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO · CRD 7920375 |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | www.aspengrovellc.com |
How Natalie's firm compares
- Aspen Grove Capital's average account is about $2.0 million, from its Form ADV (assets managed divided by 3,287 accounts).
Request an introduction to Natalie
Tell Natalie a little about what you're looking for. Natalie isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Natalie
Is Natalie Miller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Natalie holds no broker registration, and Aspen Grove Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Natalie charge for financial advice?
Natalie's firm, Aspen Grove Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Natalie Miller based?
Natalie Miller is based in Denver, Colorado.
What does Natalie specialize in?
Natalie's specialties include family wealth transfer. Natalie works with multi-generational families.
What credentials does Natalie Miller hold?
Natalie Miller holds the CFA credential.
Is Natalie Miller registered with the SEC?
Yes. Natalie Miller is registered as an investment adviser representative in CO (CRD 7920375), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aspen Grove Capital manage?
Aspen Grove Capital reports $6.67B across 3,287 accounts in assets under management.
How do I contact Natalie Miller?
Through Natalie's website, www.aspengrovellc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aspen Grove Capital website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.