ASPENRIDGE WEALTH ADVISORS

Overview

Aspenridge Wealth Advisors is an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm bills as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and third‑party manager selection. Its fee mix includes percentage‑of‑AUM billing alongside hourly and fixed fees. The firm reports it is not an active ESG investor and is not a multi‑state adviser. The snapshot data lists Aspenridge as SEC‑registered in 2025 and identifies both domestic entity and individual ownership. The firm describes itself as a selector of outside managers, indicating a hybrid approach that combines in‑house portfolio construction with allocations to external managers and pooled strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives