This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ASPEN GROVE CAPITAL, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Chartered Financial Analyst

First registration

Feb 28, 2025

Dual registered

no

Other names

Natalie Anne Kuzia

IAPD individual key

7920375

• Occurred

  Mar 5, 2026
  Advisor changed firm

  Natalie Anne Miller left Innovest Portfolio Solutions Llc for Aspen Grove Capital, Llc (registered 2026-03-12)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d1b8fa1f-686f-c032-f88e-e438558fb0dc

First observed

Feb 28, 2025

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.