W
$16.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
2 Employees
70 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-08-2020
- Office Locations
- 1
Office Locations
155 S Water Street Suite 220 Henderson NV
About White Aspen Capital LLC
White Aspen Capital is a Henderson, NV- and Los Angeles-based RIA providing one-on-one financial planning and portfolio allocation guidance, modeling key life events from retirement and real estate decisions to equity compensation, business transitions, and estate planning. Portfolios emphasize diversified allocation using ETFs and fixed income, with custody support including Schwab.
Team overview
-- AVG AGE
$8.0M AVG AUM / ADVISOR
$228.6K AVG AUM / CLIENT
3.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
Cort Barrett
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #6195972
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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C
CHRISTINE ANNABELLE SAKRAIDA
--
- CRD
- #6151480
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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