Aspen Trail Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$16,586,681
Total clients
20
55% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$829,334
About
Aspen Trail Wealth Management provides discretionary portfolio management primarily for individuals and high‑net‑worth individuals, typically charging asset‑based fees and stating a $1,000,000 account minimum. The firm evaluates client investments against documented risk tolerances and time horizons and manages accounts on an ongoing basis.
The adviser’s process is grounded in fundamental analysis and a long‑term investing approach, with the ability to recommend smaller allocations to higher‑volatility positions such as small‑cap stocks or commodities. ATWM seeks fair allocation of opportunities across client accounts, requests discretionary trading authority, and requires clients to custody assets with a specified broker‑custodian.
Several features distinguish ATWM from many peers: its brochure discloses that it historically offered a wrap fee program and pension consulting but was updated to state those services are no longer offered, it accepts soft‑dollar research benefits, and it does not perform proxy voting on clients’ behalf. The firm also discloses a settled civil complaint from 2022 and focuses its client base toward higher‑balance accounts rather than smaller individual retail clients.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
$0+: 1.5% for new clients $0+: 1.25% for existing clients
Account minimum: $1,000,000
Most active in
Aspen Trail Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arizona · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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