CRD: 333177
Aspen Ridge Wealth Management, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-09-2025
- Office Locations
- 1
Office Locations
About Aspen Ridge Wealth Management, LLC
Aspen Ridge Wealth Management is an independent, fee-only RIA in South Jordan, Utah serving pre-retirees and retirees (roughly ages 50-75) with $1M+ in assets. The firm provides goal-based financial planning and values-based portfolio management, covering retirement readiness, taxes, Social Security, and legacy/estate planning. Custodies through Schwab; reported SMA allocations are ETF-heavy.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 156 clients, or 78 clients per representative. That equates to $156.5K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on October 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Aspen Ridge Wealth Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Aspen Ridge Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JACOB JEFF OYLER
CERTIFIED FINANCIAL PLANNER® professional, Owner, Private Wealth Advisor
- CRD
- #7324006
- Ownership
- Less than 5%
Todd William Sirrine
Certified Exit Planning Advisor, Financial Advisor
- CRD
- #6570293
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,421,561 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,421,561 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Aspen Ridge Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.