CRD: 337220
Aspenridge Wealth Advisors
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Unison
- Established Date
- 09-03-2025
- Office Locations
- 1
Office Locations
About Aspenridge Wealth Advisors
AspenRidge Wealth Advisors is a Fort Worth, TX wealth management and financial planning firm serving retail clients, including entrepreneurs. The team provides portfolio management alongside retirement, estate and insurance planning, and supports portfolio construction using ETFs and mutual funds. Founded in 2025 and led by credentialed partners (CFP®, APMA™, CRPC™), the firm reports custody relationships including Fidelity/NFS.
Team overview
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Client Personas
Custodian
Investment Themes
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Services
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Owner & Executives
BENJAMIN ROBERT BIGLER
Chief Financial Officer
- CRD
- #4956131
- Ownership
- Less than 5%
NICHOLAS CREER GODFREY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #5842478
- Ownership
- Less than 5%
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Peyton Bruce
--
- CRD
- #7620851
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $315,899,094 | $242,068 |
| Non-Discretionary | $19,103,906 | $406,466 |
| Total | $335,003,000 | $247,783 |
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Separately Managed Accounts
Total SMA Asset: $335,003,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $596,195,018 | 20.9% |
| Public Funds | $1,092,548,765 | 38.3% |
| Cash | $1,163,863,958 | 40.8% |
| Total | $2,852,607,741 | 100.0% |