CRD: 333177
Aspen Ridge Wealth Management, LLC
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- 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 147 clients, or 73.5 clients per representative. That equates to $141.3K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on April 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Industry Interests
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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%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,766,667 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,766,667 | -- |
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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.