CRD: 333177
Aspen Ridge Wealth Management, LLC
$20.8M Total AUM
$20.8M Disc. AUM
-- 3Y CAGR
2 Employees
147 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Pioneer harborEagle +more
- Established Date
- 01-09-2025
- Office Locations
- 1
Office Locations
10808 S River Front Parkway Suite 3048 South Jordan UT
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.
Team overview
-- AVG AGE
$10.4M AVG AUM / ADVISOR
$141.3K AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age
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Asset Classes
North Vector North frontier Element
Client Personas
Glacier frontier Vital unison
Custodian
Ember timber Element Signal oak Horizon value
Investment Themes
Radial alpha Atlas Eagle horizon Oak Radial
Investment Vehicles
Momentum eagle
Services
Atlas Insight legacy Zenith oak Horizon timber Harbor catalyst Beacon Beacon Prime North bridge
Technology
Meridian focus Matrix Insight
Owner & Executives
J
JACOB JEFF OYLER
--
- CRD
- #7324006
- Ownership
- Less than 5%
(772) 416-6790
prime.wave@bridgecapital.com
in linkedin.com/in/insight-beacon
T
Todd William Sirrine
--
- CRD
- #6570293
- Ownership
- Less than 5%
(708) 763-1220
vital.matrix@quantumcapital.com
in linkedin.com/in/alpha-alpha
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $20,766,667
Equity - Exchange:
17.5% Other:
15.9% Cash:
51.7% Equity - OTC:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,438,148,882 | 17.5% |
| Other | $1,306,660,984 | 15.9% |
| Cash | $4,248,702,697 | 51.7% |
| Equity - OTC | $1,224,481,049 | 14.9% |
| Total | $8,217,993,612 | 100.0% |