Data / Investment advisers / Texas / Aspenridge Wealth Advisors
Aspenridge Wealth Advisors, Fort Worth, TX: $335 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Aspenridge Wealth Advisors is an SEC registered investment adviser with its main office in Fort Worth, Texas and reports $335 million in regulatory assets under management in its Form ADV filed May 20, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Aspenridge Wealth Advisors (CRD number 337220): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 337220
- SEC file number
- 801-134217
- SEC status
- Approved, effective September 3, 2025
- Legal name
- Arwa LLC
- Main office
- 9800 Hillwood Parkway Suite 180, Fort Worth, TX 76177
- Phone
- (682) 231-8331
- Website
- aspenridgewealthadvisors.com
- Regulatory AUM
- $335,003,000 in the Form ADV filed May 20, 2026
- Discretionary AUM
- $315,899,094
- Non discretionary AUM
- $19,103,906
- Accounts
- 1,352
- Employees
- 7, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 109 | $267.5 million |
| Individuals (other than high net worth individuals) | 274 | $67.5 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $335 million | February 17, 2026 |
| January 2, 2026 | $326 million | December 24, 2025 |
| December 1, 2025 | Not listed | September 10, 2025 |
Other advisers in Fort Worth
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| The Capital Chart Room, LTD | Fort Worth | $400.9 million | Not listed | adviserinfo.sec.gov |
| Highpeak Energy Management, LLC | Fort Worth | $391.8 million | 2 | adviserinfo.sec.gov |
| Overridge Wealth Advisors | Fort Worth | $368.2 million | Not listed | adviserinfo.sec.gov |
| Shelton Wealth Management, LLC | Fort Worth | $364.5 million | Not listed | adviserinfo.sec.gov |
| Michels Family Financial, LLC | Fort Worth | $347.9 million | Not listed | adviserinfo.sec.gov |
| Rivercrest Capital Management LLC | Fort Worth | $285.7 million | 3 | adviserinfo.sec.gov |
| M2g Ventures LLC | Fort Worth | $284 million | 12 | adviserinfo.sec.gov |
| Nolet Wealth Management, LLC | Fort Worth | $272.6 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Fort Worth, TX
- Investment advisers in Texas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Aspenridge Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.