ASPEN TRAIL WEALTH MANAGEMENT, LLC

ASPEN TRAIL WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 224517). Regulatory assets under management: $16.6M.

Registration

• CRD: 224517
• Type: Registered investment adviser
• Phone: 480-993-9668
• Latest filing: 2026-05-01
• Regulatory AUM: $16.6M
• Discretionary AUM: $16.6M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 224517 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search