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ASPENRIDGE WEALTH ADVISORS
ARWA LLC
CRD 337220 · SEC 801-134217
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 274 | $67.5M |
| High net worth individuals | 109 | $267.5M |
States served
CO, NE, TX
All web addresses on file
Official SEC filing: View on IAPD