Advisor at Aspen Trail Wealth Management, LLC
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Firm
Aspen Trail Wealth Management, LLC
Location
Flagstaff, AZ
Credentials
Series 63
Industry experience
17 years
Christopher Dunlevy is a financial advisor at Aspen Trail Wealth Management, LLC in Flagstaff, AZ, with 17 years of industry experience. He holds a Series 63 designation and previously worked at Aspen Trail Benefits & Insurance, LLC for 11 years. Aspen Trail Wealth Management provides discretionary portfolio management primarily for individuals and high-net-worth clients, using a fundamental analysis and long-term investing approach. The firm manages accounts based on documented risk tolerances and time horizons and typically requires a $1,000,000 account minimum.
$0+: 1.5% for new clients $0+: 1.25% for existing clients
Account minimum: $1,000,000
Flagstaff, AZ
Arizona · Texas
Aspen Trail Benefits & Insurance, LLC
2014 - 2025 (11 years)
Aspen Trail Wealth Management, LLC
2013 - Present (13 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 63, Series 65
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