White Aspen Capital LLC

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Client assets under management

$15,500,000

Clients

12% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$227,941

About

White Aspen Capital LLC provides portfolio management and financial planning to individual and high‑net‑worth clients, preparing an Investment Policy Statement that documents each client’s goals, tax considerations and risk tolerance. The firm manages approximately $10.5 million across roughly 44 client relationships and focuses on liquid investments such as mutual funds, ETFs, equities and fixed‑income securities.

The firm’s investment process combines fundamental analysis and modern portfolio theory with quantitative and technical methods and employs both long‑ and short‑term trading approaches. Portfolios are implemented on a non‑discretionary basis, with trades executed only with client authorization, and the firm does not aggregate block trades for multiple accounts.

White Aspen discloses several outside business activities and potential conflicts of interest: a principal is a licensed insurance agent who may receive commissions on insurance product sales, and the owners operate a separate financial planning business that contributes a material portion of their compensation. The brochure also notes a prior voluntary resignation by one principal from a large broker‑dealer and describes relationships with a primary custodian (including receipt of certain research and services), all of which the firm documents for clients.

Client services

Financial planning Portfolio management

Expertise

Wealth management General retirement planning

Fee options

Fixed

Up to $1,500 for financial planning

Percentage

1.50% annually

Main office location

White Aspen Capital LLC

155 S Water Street, Suite 220

Henderson NV 89015, United States

Number of offices

Most active in

California · Nevada · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

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

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

Website 310-498-0620

Advisors at this firm

Christine S

CFP®, Series 63, Series 65

Henderson, NV

White Aspen Capital LLC

Christine Sakraida is a CFP® with 12 years of industry experience. She is currently with White Aspen Capital LLC and previously worked at Oppenheimer & Co. Inc. for nine years. She also owns Andesine Planning, a financial planning business that produces plans for individuals and RIAs. White Aspen Capital LLC provides portfolio management and financial planning services to individual and high-net-worth clients, focusing on liquid investments such as mutual funds, ETFs, equities, and fixed-income securities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods, managing portfolios on a non-discretionary basis with client authorization for trades.

Wealth management General retirement planning

Cort B

Series 66

Henderson, NV

White Aspen Capital LLC

Cort Barrett is a financial advisor at White Aspen Capital LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Oppenheimer & Co. Inc, Bank of America, and Merrill. Barrett also owns Andesine Planning, a financial planning business serving individuals and RIAs. White Aspen Capital provides portfolio management and financial planning to individual and high-net-worth clients, focusing on liquid investments such as mutual funds, ETFs, equities, and fixed-income securities. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, managing approximately $10.5 million across 44 client relationships.

Wealth management General retirement planning

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