Aspen Trail Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Aspen Trail Wealth Management provides ongoing discretionary portfolio management primarily to individual and high-net-worth clients, billing on a percentage-of-assets-under-management basis. The firm reports approximately $16.6 million in assets under management across roughly 20 client relationships and notes a negotiable $1,000,000 account minimum.
The adviser emphasizes fundamental analysis and a long-term investing approach, managing accounts under discretionary authority and acknowledging that it may recommend higher-risk investments when appropriate. Clients are required to establish accounts with the firm’s recommended custodian (Altruist Financial) and advisory fees are withdrawn quarterly in arrears.
A distinctive element in the brochure is a material change disclosing that the firm no longer offers a wrap fee program or pension consulting services — services it previously disclosed — which is notable because sponsoring wrap programs and serving pension/profit-sharing clients are relatively uncommon among similar independent advisers. The brochure also discloses a settled civil lawsuit from 2022 alleging unsuitable management and a failure to advise on Form 5500, and it states the firm does not vote proxies on clients’ behalf.
Client services
Expertise
Fee options
$0+: 1.5% for new clients (as of 2024) $0+: 1.25% for existing clients
Account minimum: $1,000,000
Main office
Flagstaff AZ
Advisors at this office
1
Most active in
Arizona · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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