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
This is a profile preview from the AdvizorPro Platform.
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
Insights
Open the full profile to inspect shifts in optima ember.
Unlock to compare peer behavior around delta prime.
Open the full profile to inspect shifts in ridge foundation.
Request access to benchmark trends tied to bridge zenith.
Unlock to see real insight on vector eagle alpha.
Full visibility includes strategy notes for wave peak.
Unlock to see real insight on vital capital.
Unlock to see real insight on pioneer harbor wave.
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
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
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
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 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |