Aspen Ridge Wealth Management, LLC

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Client assets under management

$20,766,667

Clients

147

0% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$141,270

About

Aspen Ridge Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting primarily for individual clients, and also works with trusts, foundations, and businesses. The firm offers comprehensive written financial plans and separate planning consultations in addition to ongoing portfolio management services.

Portfolios are tailored to each client’s objectives, time horizon, and risk tolerance with an emphasis on diversification, asset allocation, and longer-term strategies; the firm uses fundamental, technical, and industry-trend analysis and conducts periodic account reviews. Custody and trade execution are arranged through a qualified custodian and the firm may aggregate orders across similar client accounts when appropriate.

Notable features that distinguish the firm include a formal program of educational seminars and workshops (delivered by webinar, recorded video, and in person) offered at no charge, and licensed investment adviser representatives who may also be insurance agents and receive insurance commissions (with such conflicts disclosed to clients). Aspen Ridge is a newly formed, small advisory practice operating with two principal advisers and a modest discretionary asset base, and it discloses relationships with third-party referral services and limited use of cryptocurrency ETFs only at client request.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops

Expertise

General retirement planning Wealth management College savings (529s, UTMA, etc.) General tax planning Retirement income strategy

Fee options

Fixed

$2,000 fixed fee for Comprehensive Financial Plan; $800 fixed fee for Financial Plan Review

Percentage

$0 - $999,999: 1.5% annually $1,000,000 - $4,999,999: 1.0% annually $5,000,000+: 0.75% annually

Commissions

Independent insurance agents affiliated with the firm may receive insurance commissions separately; the firm itself does not receive commissions.

Project-based

$200 per hour for Separate Financial Planning Consultations

Other

Account minimum: $100,000 Fee-only: Investment management and financial planning fees only; no commissions accepted by the firm.

Main office location

Aspen Ridge Wealth Management, LLC

10808 S River Front Parkway, Suite 3048

South Jordan UT 84095, United States

Number of offices

Most active in

Texas · Utah

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 801-996-7600

Advisors at this firm

Jacob O

CFP®, Series 63, Series 66

South Jordan, UT

Aspen Ridge Wealth Management, LLC

Jacob Oyler is a CFP® professional with five years of industry experience, currently serving as an advisor at Aspen Ridge Wealth Management, LLC. Before joining Aspen Ridge, he worked at Colwyn Investments and E*TRADE Securities. In addition to his advisory role, Oyler is licensed as an independent insurance agent in Utah through Compass Insurance Advisors. Aspen Ridge Wealth Management is a small advisory firm that provides discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, foundations, and small businesses. The firm customizes portfolios based on client goals and risk tolerance, utilizing diversified allocations across mutual funds, ETFs, equities, bonds, and structured notes, and offers educational seminars and workshops.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General tax planning Retirement income strategy

Todd S

Series 65

South Jordan, UT

Aspen Ridge Wealth Management, LLC

Todd Sirrine is an investment adviser representative at Aspen Ridge Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at firms including IBM, Thatcher Technology Group, and Colwyn Investments. In addition to his advisory role, Sirrine is a licensed independent insurance agent in Utah, providing insurance products upon client request. Aspen Ridge Wealth Management, LLC is a firm with two advisors that offers discretionary and non-discretionary investment management, financial planning, and retirement plan consulting for individuals, trusts, foundations, and small businesses. The firm customizes portfolios based on client goals and risk tolerance, using diversified allocations and ongoing monitoring, and offers educational seminars and workshops as part of its service.

General retirement planning Wealth management College savings (529s, UTMA, etc.) General tax planning Retirement income strategy

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