Aspenridge Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$335,003,000
Total clients
383
28% high-net worth
Total advisors
4
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
96
Average account size
$874,681
About
AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm also offers retirement‑account advice and consulting to brokerage customers under a written arrangement, and may implement client portfolios with unaffiliated independent managers.
The firm’s investment process emphasizes fundamental analysis and a generally long‑term orientation, typically constructing diversified portfolios using low‑cost mutual funds and ETFs while also employing individual stocks, bonds, REITs, alternative investments and, where appropriate, cryptocurrency ETFs or limited partnerships. AspenRidge develops customized asset allocations, performs ongoing monitoring, and provides periodic reports on holdings, allocations and performance to clients.
What distinguishes the firm is its scale and some uncommon disclosures: it reported roughly $335 million in assets under management while operating with a four‑advisor team, and its materials include performance presentations — including hypothetical scenarios and performance results — that are relatively rare among similar team firms. The brochure also discloses an institutional custodial relationship that included financial support for the firm’s launch and notes that several advisory personnel hold insurance licenses and engage in outside business activities.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Real estate investing
Fee options
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
Main office location
Aspenridge Wealth Advisors
9800 Hillwood Parkway, Suite 180
Fort Worth TX 76177, United States
Number of offices
1
Most active in
Aspenridge Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Colorado · Nebraska · 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.
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