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ASPENRIDGE WEALTH ADVISORS

FORT WORTH, TX · CRD 337220 · IAPD ↗ · aspenridgewealthadvisors.com · 682-231-8331

$335.0MRegulatory AUM
4Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2026 — ASPENRIDGE WEALTH ADVISORS notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
February 2026 — ASPENRIDGE WEALTH ADVISORS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
76
January 2026 — ASPENRIDGE WEALTH ADVISORS reports 251-500 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
December 2025 — ASPENRIDGE WEALTH ADVISORS (FORT WORTH, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.