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ASPENRIDGE WEALTH ADVISORS

ARWA LLC

CRD 337220 · SEC 801-134217

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9800 HILLWOOD PARKWAY, SUITE 180, FORT WORTH, TX, 76177, United States

Phone

682-231-8331

Fax

817-741-8845

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$335.0M

Discretionary AUM

$315.9M

Team

7 total employees; 4 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-20

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals274$67.5M
High net worth individuals109$267.5M

States served

CO, NE, TX

All web addresses on file

Official SEC filing: View on IAPD