A complete list of active advisors currently associated with Aspen Trail Wealth Management, LLC

Warmer can help you find a great advisor at Aspen Trail Wealth Management, LLC or one who fits your needs even better.

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are required to establish accounts with the firm’s recommended custodian (Altruist Financial) and advisory fees are withdrawn quarterly in arrears.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.

To learn more about the advisors currently working at Aspen Trail Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.