Aspen Trail Wealth Management, LLC
RIASEC Registered
Total AUM
$16.6M
Discretionary
$16.6M
100% of AUM
Avg account
$535K
Accounts
31
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 224517
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.8%
- Individuals21.2%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Aspen Trail Wealth Management, LLC is a small, owner-operated advisory firm that manages discretionary portfolios for individuals and small businesses. The firm charges fees tied to assets under management and focuses its practice on direct portfolio management rather than retirement plan consulting or institutional mandates. Aspen Trail does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities88%
- Cash & Cash Equivalents12%
Contacts
1 of 1Christopher Dunlevy
AgentCRD 4909656
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Midwest Capital Financial Advisors, LLC
RIADecatur, IN
AUM $16.6MTEAM 2REPS 2
Chanakya Business Ventures LLC
RIAAUM $16.6MTEAM 1REPS 1
Roots First Wealth Management
RIAHighlands Ranch, CO
AUM $16.6MTEAM 2REPS 2
Sobel Financial LLC
RIADenver, CO
AUM $16.6MTEAM 1REPS 1
Fortified Wealth
RIAElkhart, IN
AUM $16.6MTEAM 1REPS 1
Scott And Associates Of Texas, Inc.
RIAAUM $16.6MTEAM 2REPS 2