Peyton Bruce
Advisor at Aspenridge Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Aspenridge Wealth Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Aspenridge Wealth Advisors
Location
Fort Worth, TX 76177
Credentials
Series 66
Industry experience
1 year
Peyton Bruce is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with one year of industry experience. Prior to joining AspenRidge, he worked at Ameriprise Financial Services and has teaching experience at Abilene Christian University and Grapevine Faith Christian School. Outside of his advisory role, he owns New Day Bars, a business that makes and sells breakfast bars. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term strategies, constructing diversified portfolios using a range of investment vehicles, and is notable for managing approximately $335 million with a four-advisor team.
Based on Aspenridge Wealth Advisors
Based on Aspenridge Wealth Advisors
Up to $6,000 annually for fixed financial planning fees
$0 - $249,999: 1.25% $250,000 - $499,999: 1.20% $500,000 - $999,999: 1.15% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.85% $5,000,000+: 0.75%
Up to $800 per hour
Fee-only: Hourly fees up to $800 per hour; Fixed fees up to $6,000 annually
9800 Hillwood Parkway, Suite 180
Fort Worth, TX 76177
Texas
ARWA LLC
2025 - Present (1 year)
Ameriprise
2024 - 2025 (1 year)
Abilene Christian University
2023 - 2024 (1 year)
Ameriprise
2023 - 2023 (1 year)
Abilene Christian University
2022 - 2023 (1 year)
Ameriprise
2022 - 2022 (1 year)
Abilene Christian University
2021 - 2022 (1 year)
Grapevine Faith Christian School
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
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Lawyer
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Real estate agent
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Other specialized services
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