ASPEN CREEK WEALTH MANAGEMENT, LLC

RIASEC Registered

Total AUM

$38.5M

Discretionary

$38.5M

100% of AUM

Avg account

$350K

Accounts

110

Employees

Advisory reps

Firm details

Headquarters: SOUTHLAKE, Texas
CRD number: 160649
Website: aspencreekwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI76.02%
Individuals23.83%
Corporations / Businesses0.15%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aspen Creek Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company that serves individual and family clients as well as some institutional relationships. The firm acts as a capital allocator and provides a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Aspen Creek also operates as an insurance broker and offers fee arrangements that include percentage-of-AUM, hourly charges, fixed fees and other structures.