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ASPEN CREEK WEALTH MANAGEMENT, LLC
CRD 160649
950 E STATE HIGHWAY 114, STE. 160, SOUTHLAKE, TX, 76092, United States
Phone
817-400-9905
Fax
888-308-9037
Registration
— (—)
Source
State registered
Total AUM
$38.5M
Discretionary AUM
$38.5M
Team
11 total employees; 10 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; SELECTION OF OTHER ADVISERS FEES
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 89 | $9.2M |
| High net worth individuals | 20 | $29.2M |
| Corporations/business entities | 1 | $58K |
All web addresses on file
Official SEC filing: View on IAPD