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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- MeridianSignal element
- Established Date
- 05-15-2012
- Office Locations
- 8
Office Locations
About Aspen Creek Wealth Management, LLC
Aspen Creek Wealth Management is an RIA delivering client-specific financial planning and wealth management, with an emphasis on retirement-focused strategy across investment, healthcare, legacy, and tax planning. The firm works with retirees and business owners and implements model portfolios using a mix of ETFs and public funds. Schwab is a primary custodian, and the firm uses its Pinnacle Planning Process to coordinate planning across key retirement decisions.
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Owner & Executives
WILLIAM ARTHUR TYLER JR
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #2584005
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
Jodie Yong-Le Rollins Blair
--
- CRD
- #7852983
Robert Quinn Borchert
Financial Advisor
- CRD
- #8064865
Horizon prime
North catalyst
- CRD
- #45862
Showing 2 of 10 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,460,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,460,340 | -- |
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Separately Managed Accounts
Total SMA Asset: $38,460,340
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,778,396,804 | 77.2% |
| Public Funds | $525,225,999 | 22.8% |
| Total | $2,303,622,803 | 100.0% |