AspenRidge Wealth Advisors

EST. AUM
$335,003,000

CONTACTS
1

CLIENT ACCOUNTS
1,352

Firm Details

Metro area Dallas
CRD Number 337220
Website aspenridgewealthadvisors.com
Client types

Overview

AspenRidge Wealth Advisors is registered as ARWA LLC and operates as an independent registered investment adviser based in Fort Worth, Texas. The firm was established following its separation from Ameriprise Financial Services and is structured as a limited liability company organized under Wyoming law. AspenRidge Wealth Advisors is SEC-registered (File No. 801-134217) and maintains its principal office at 9800 Hillwood Parkway, Suite 180, Fort Worth, TX 76177. The firm identifies Nicholas C. Godfrey as Chief Executive Officer and Chief Compliance Officer, and Benjamin R. Bigler as Chief Financial Officer.

Platform Details

Investment Preferences

Alternative Activity