ASPEN CREEK WEALTH MANAGEMENT, LLC

ASPEN CREEK WEALTH MANAGEMENT, LLC of SOUTHLAKE, TX is an SEC-registered investment adviser (CRD 160649). Regulatory assets under management: $38.5M.

Registration

• CRD: 160649
• Type: Registered investment adviser
• Location: 950 E STATE HIGHWAY 114, SOUTHLAKE, TX, 76092
• Phone: 817-400-9905
• Latest filing: 2026-06-08
• Regulatory AUM: $38.5M
• Discretionary AUM: $38.5M
• Clients: 11
• Accounts: 110

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 160649 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search