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Building 2ASPENRIDGE WEALTH ADVISORS

Map pinFORT WORTH, TX
Phone682-231-8331
NotebookSEC #801-134217
Total AUM
$335M
Employees
7
Clients
383

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9800 HILLWOOD PARKWAY
SUITE 180
FORT WORTH
TX 76177
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
682-231-8331

ReceiptFinancials

Total AUM
$335M
Accounts
1,352
Discretionary
$315.9M
Accounts
1,305
Non-Discretionary
$19.1M
Accounts
47

ContactClients

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Individual Clients
274
AUM
$67.5M
HNW Individual Clients
109
AUM
$267.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONETX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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