• Aspen Standard Wealth Acquires BlueSky Wealth Advisors
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Aspen Standard Wealth

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About Aspen Standard Wealth

Aspen Standard Wealth is a holding company that acquires successful Registered Investment Advisors (RIAs) and empowers their teams to build long-term, sustainable value. The firm focuses on creating durable partnerships, stabilizing client relationships, and providing resources to help RIAs grow locally while preserving each firm's culture and brand. Based in New York, it emphasizes a long-term partnership model, autonomy for partner firms, and a networked ecosystem of industry leaders to enhance client service and advisor careers.

Recent News

No recent news for this company.

Recent Deals

Aspen Standard Wealth Acquires BlueSky Wealth Advisors

March 3, 2026

Key Team Members

Aly Kassim-Lakha

Partner | CEO

Justin Wells

Partner | Chief Revenue Officer

Richard Sarhaddi

General Counsel & CCO

Hao Qin

Partner | Chief Strategy Officer & Head of Investing

James Ianaconi

SVP, Head of Partnerships

Key Facts

HQ Location

United States

Founded

2024

Employees

11 - 50

Status

Private

Website

https://aspenstandardwealth.com