# Aspen Ridge Wealth Management, LLC

Aspen Ridge Wealth Management, LLC is a RIA based in South Jordan, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** South Jordan, United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** aspenridgewealth.com
- **LinkedIn:** https://www.linkedin.com/company/aspenridgewealth

## Regulatory record

- **CRD number:** 337220
- **SEC file number:** 801-134217
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/337220

## About

ASPENRIDGE WEALTH ADVISORS is an SEC-registered investment adviser in FORT WORTH, TX, registered since 2025. The firm manages $335 million in assets, with $316 million on a discretionary basis. It has 7 employees and 4 investment advisers.

## Questions

### What is known about Aspenridge Wealth Advisors' investment strategy?

Nothing is publicly known. The firm has not disclosed any asset-class preferences, sector focuses, geographic mandates, or investment-stage targets. No direct deals, fund commitments, or co-investments have been linked to the entity in public filings or press reports.

### Who runs Aspenridge Wealth Advisors?

No principals, founders, or key investment decision-makers have been publicly identified. The firm's leadership structure, governance model, and succession planning remain entirely opaque as of mid-2026.

### Why is there no public information on this firm?

The firm either deliberately maintains no public-facing presence — no website, no LinkedIn, no press engagement — or it is a recently formed entity that has not yet generated a public record. Some family offices choose extreme privacy for security or philosophical reasons, though this degree of opacity is uncommon even among single-family offices.

### What is the firm's known AUM or deployment capacity?

Aspenridge Wealth Advisors has not publicly disclosed assets under management or total deployment capacity. No third-party estimates exist in major financial databases, and the firm has not self-reported figures to any regulatory body or industry survey.

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Last updated: 2026-07-10T02:03:17.000Z

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