Aspen Ridge Wealth Management, LLC
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About
Aspen Ridge Wealth Management provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting primarily for individual clients, and also works with trusts, foundations, and businesses. The firm offers comprehensive written financial plans and separate planning consultations in addition to ongoing portfolio management services.
Portfolios are tailored to each client’s objectives, time horizon, and risk tolerance with an emphasis on diversification, asset allocation, and longer-term strategies; the firm uses fundamental, technical, and industry-trend analysis and conducts periodic account reviews. Custody and trade execution are arranged through a qualified custodian and the firm may aggregate orders across similar client accounts when appropriate.
Notable features that distinguish the firm include a formal program of educational seminars and workshops (delivered by webinar, recorded video, and in person) offered at no charge, and licensed investment adviser representatives who may also be insurance agents and receive insurance commissions (with such conflicts disclosed to clients). Aspen Ridge is a newly formed, small advisory practice operating with two principal advisers and a modest discretionary asset base, and it discloses relationships with third-party referral services and limited use of cryptocurrency ETFs only at client request.
Client services
Expertise
Fee options
$2,000 fixed fee for Comprehensive Financial Plan; $800 fixed fee for Financial Plan Review
$0 - $999,999: 1.5% annually $1,000,000 - $4,999,999: 1.0% annually $5,000,000+: 0.75% annually
Independent insurance agents affiliated with the firm may receive insurance commissions separately; the firm itself does not receive commissions.
$200 per hour for Separate Financial Planning Consultations
Account minimum: $100,000 Fee-only: Investment management and financial planning fees only; no commissions accepted by the firm.
Main office
10808 S River Front Parkway, Suite 3048
South Jordan UT 84095
Advisors at this office
2
Most active in
Texas · Utah
Also doing business as
Aspen Ridge Wealth Management · Aspen Ridge Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jacob O
CFP®, Series 63, Series 66
South Jordan, UT
Aspen Ridge Wealth Management, LLC
Jacob Oyler is a CFP® professional with five years of industry experience, currently serving as an investment adviser representative at Aspen Ridge Wealth Management, LLC. Prior to joining Aspen Ridge, he worked at Colwyn Investments and E*TRADE Securities. In addition to his advisory role, Oyler is a licensed independent insurance agent in Utah. Aspen Ridge Wealth Management provides investment management, financial planning, and retirement-plan consulting primarily for individuals, as well as trusts, foundations, and businesses. The firm emphasizes diversified, tailored portfolios and offers educational seminars alongside ongoing portfolio management.
Todd S
Series 65
South Jordan, UT
Aspen Ridge Wealth Management, LLC
Todd Sirrine is an investment adviser representative at Aspen Ridge Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 designation and has worked at Aspen Ridge since 2025. His prior experience includes roles at IBM, Thatcher Technology Group, Colwyn Investments, and EMIDS Technology. In addition to his advisory role, Sirrine is licensed as an independent insurance agent in Utah. Aspen Ridge Wealth Management offers discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting primarily for individual clients, as well as trusts, foundations, and businesses. The firm emphasizes tailored portfolios based on client objectives, diversification, and asset allocation, and provides educational seminars at no charge.
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