DBA: ASPENRIDGE WEALTH ADVISORS
| Total AUM | $335.0M |
| Discretionary | $315.9M94% of AUM |
| Non-Discretionary | $19.1M |
| Client Accounts | 1,352 |
| Avg Account Size | $248K |
| Employees | 7 |
| Peak AUM | $335.0MFeb 2026 |
Total AUM
$335M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $335M | — | — | — | |
| Discretionary AUM | $316M | — | |||
| Total AUM | $335.0M |
| Discretionary | $315.9M |
| Employees | 7 |
| Client Accounts | 1352 |
| Client Range | 251-500 |
Address
9800 HILLWOOD PARKWAY
FORT WORTH TX 76177
Phone
682-231-8331
Filing History
7 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$316M
94.3% of AUM
Non-Discretionary
$19M
5.7% of AUM
No related registrations reported
| — |
| Non-Disc. AUM | $19M | — | — | — |
| Total Accounts | 1k | — | — | — |
| Avg Account Size | $247,783.284 | — | — | — | — |
| Employees | 7 | 0.0% | — | — |
| AUM / Employee | $48M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $335M | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 274 | — | — | — | — |
| Individuals | 109 | — | — | — | — |