Aspenridge Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AspenRidge Wealth Advisors is an SEC‑registered investment adviser that provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm oversees roughly $335 million in client assets and also offers retirement‑account advice and consulting services to brokerage customers.
The firm’s investment approach emphasizes fundamental analysis and primarily long‑term strategies implemented with low‑cost mutual funds and ETFs, though individual equities, bonds, REITs, alternative investments and cryptocurrency ETFs may be used as appropriate. AspenRidge conducts continuous portfolio monitoring, may engage independent managers for portions of client assets, and provides periodic client reports covering holdings, allocations and performance.
Notable distinctions in the firm’s disclosures include that its materials both provide client performance reporting and, unusually for peers, advertise actual and hypothetical performance results. The brochure also discloses an institutional relationship with a major custodian that provided startup financial support and access to research and technology, and it notes several advisory personnel maintain outside business activities (insurance licensing, real estate rentals and a consumer product business), each disclosed and addressed as potential conflicts of interest.
Client services
Expertise
Fee options
Fixed fees up to $6,000 annually
$0 - $249,999: 1.25% $250,000 - $499,999: 1.20% $500,000 - $999,999: 1.15% $1,000,000 - $2,499,999: 1.00% $2,500,000 - $4,999,999: 0.85% $5,000,000+: 0.75%
Hourly fees up to $800 per hour
Fee-only: Hourly fees up to $800 per hour; Fixed fees up to $6,000 annually
Main office
9800 Hillwood Parkway, Suite 180
Fort Worth TX 76177
Advisors at this office
3
Most active in
Colorado · Nebraska · Texas
Also doing business as
Arwa LLC · Aspenridge Wealth Advisors
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.
Quick links
Advisors at this firm
Peyton B
Series 66
Fort Worth, TX
Aspenridge Wealth Advisors
Peyton Bruce is a financial advisor at Aspenridge Wealth Advisors in Fort Worth, TX, holding a Series 66 designation with two years of industry experience. Prior to joining Aspenridge, he worked at Ameriprise and held positions at Abilene Christian University and Grapevine Faith Christian School. Outside of advisory work, he owns New Day Bars, a business that makes and sells breakfast bars. Aspenridge Wealth Advisors is an SEC-registered firm that provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a fundamental, primarily long-term investment approach using low-cost mutual funds and ETFs, supplemented by other asset types as appropriate.
Nicholas G
Series 63, Series 66
Fort Worth, TX
Aspenridge Wealth Advisors
Nicholas Godfrey is a financial advisor at AspenRidge Wealth Advisors in Fort Worth, TX, holding Series 63 and Series 66 licenses with 15 years of industry experience. He previously worked at Ameriprise and Fidelity Investments. Godfrey is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and long-term portfolio construction using diversified holdings, including mutual funds, ETFs, individual securities, and alternative investments.
Benjamin B
CFP®, Series 66
Fort Worth, TX
Aspenridge Wealth Advisors
Benjamin Bigler is a CFP® with 20 years of industry experience. He currently serves at AspenRidge Wealth Advisors and previously worked at Ameriprise for 20 years. He is also a licensed insurance agent, dedicating approximately 10% of his time to insurance sales and implementation of insurance recommendations. AspenRidge Wealth Advisors provides discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm emphasizes fundamental analysis and a long-term investment approach, constructing diversified portfolios using a range of asset types and offering customized asset allocations with ongoing monitoring and reporting.
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