← Directory
ASPENRIDGE WEALTH ADVISORS
Legal name: ARWA LLC
CRD 337220File 801-134217
APPROVED
Retail clients
Filing as of May 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$335.0M
Below cohort median (national)
Discretionary AUM
$315.9M
Non-discretionary $19.1M
Clients
383
1,352 accounts
Employees
7
Below cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 3, 2025
- Principal office
- 9800 HILLWOOD PARKWAY, SUITE 180, FORT WORTH, TX, 76177
- Phone
- 682-231-8331
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $335.0M
- Discretionary AUM
- $315.9M
- Non-discretionary AUM
- $19.1M
- Discretionary accounts
- 1,305
- Non-discretionary accounts
- 47
- Total accounts
- 1,352
- AUM per client
- $875K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 109 | $267.5M |
| Individuals (other than high net worth individuals) | 274 | $67.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.