Overview
Assets Under Management: $335 million
Headquarters: FORT WORTH, TX
High-Net-Worth Clients: 109
Average Client Assets: $2 million
Frequently Asked Questions
ASPENRIDGE WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #337220), ASPENRIDGE WEALTH ADVISORS is subject to fiduciary duty under federal law.
ASPENRIDGE WEALTH ADVISORS is headquartered in FORT WORTH, TX.
ASPENRIDGE WEALTH ADVISORS serves 109 high-net-worth clients according to their SEC filing dated February 17, 2026. View client details ↓
According to their SEC Form ADV, ASPENRIDGE WEALTH ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
ASPENRIDGE WEALTH ADVISORS manages $335 million in client assets according to their SEC filing dated February 17, 2026.
According to their SEC Form ADV, ASPENRIDGE WEALTH ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.86
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,352
Discretionary Accounts: 1,305
Non-Discretionary Accounts: 47
Regulatory Filings
CRD Number: 337220
Filing ID: 2049635
Last Filing Date: 2026-02-17 08:09:56