ASPEN RIDGE WEALTH MANAGEMENT, LLC

ASPEN RIDGE WEALTH MANAGEMENT, LLC of SOUTH JORDAN, UT is an SEC-registered investment adviser (CRD 333177). Regulatory assets under management: $20.8M.

Registration

• CRD: 333177
• Type: Registered investment adviser
• Location: 10808 S RIVER FRONT PARKWAY, SOUTH JORDAN, UT, 84095
• Phone: 801-996-7600
• Latest filing: 2026-04-07
• Regulatory AUM: $20.8M
• Discretionary AUM: $20.8M
• Clients: 2
• Accounts: 256

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333177 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search