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ASPEN RIDGE WEALTH MANAGEMENT, LLC
CRD 333177
10808 S RIVER FRONT PARKWAY, SUITE 3048, SOUTH JORDAN, UT, 84095, United States
Phone
801-996-7600
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.8M
Discretionary AUM
$20.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $20.8M |
All web addresses on file
Official SEC filing: View on IAPD