ASPEN RIDGE WEALTH MANAGEMENT, LLC

Overview

Aspen Ridge Wealth Management, LLC is a small independent RIA that serves individuals and families with a mix of fee-based advisory and insurance services. The firm tilts toward liquid equity exposure as its primary investment posture, using exchange-traded equities and ETFs as the core of client portfolios while layering in bespoke solutions where needed. Service offerings include financial planning, portfolio management for individuals and small businesses, pension consulting and educational workshops; the firm also operates as an insurance broker, which shapes its use of annuities and insurance-based solutions within client plans. The firm charges a combination of percentage-of-AUM fees alongside hourly and fixed-fee arrangements, which supports flexible engagement models for both ongoing wealth management and project-based planning. Aspen Ridge is not positioned as an ESG-focused manager and appears to operate at a regional scale rather than as a multi-state adviser.

Assets & Accounts

Public Holdings

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Location & Offices