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GPS WEALTH STRATEGIES GROUP, LLC

CENTENNIAL, CO · CRD 285507 · IAPD ↗ · aspenwealthinc.com · 7204145412

$1.42BRegulatory AUM
5Advisory reps
5Employees
158Clients
26-50Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — GPS WEALTH STRATEGIES GROUP, LLC (CENTENNIAL, CO) left the SEC roster (was $1.42B RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
30
January 2026 — GPS WEALTH STRATEGIES GROUP, LLC changed its website from lizwindisch.com to aspenwealthinc.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
55
January 2026 — GPS WEALTH STRATEGIES GROUP, LLC shrank from 26 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
47
April 2025 — GPS WEALTH STRATEGIES GROUP, LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — GPS WEALTH STRATEGIES GROUP, LLC added office(s): 9 -> 10 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2025 — GPS WEALTH STRATEGIES GROUP, LLC reported RAUM up 33% ($1.07B -> $1.42B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2025 — GPS WEALTH STRATEGIES GROUP, LLC grew from 21 to 26 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
October 2024 — GPS WEALTH STRATEGIES GROUP, LLC added office(s): 6 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
30
February 2024 — GPS WEALTH STRATEGIES GROUP, LLC changed its website from truewealthadvisorsinc.com to lizwindisch.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
February 2024 — GPS WEALTH STRATEGIES GROUP, LLC notice-filed in LA, MT, NH, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2024 — GPS WEALTH STRATEGIES GROUP, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
85
February 2024 — GPS WEALTH STRATEGIES GROUP, LLC crossed $1B in regulatory AUM ($879.9M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.