RIA Intel›Advisers›Texas›ASPEN CREEK WEALTH MANAGEMENT, LLC

ASPEN CREEK WEALTH MANAGEMENT, LLC

Advisory

SOUTHLAKE, TX

Data as of Jun 8, 2026 · Source: SEC Form ADV

Rank in TX

#1,877

of 2,813 advisers by AUM

Average account

$350K

across 110 accounts

AUM per adviser

$4M

10 advisers

Source: SEC Form ADV. Figures as filed Jun 8, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

11

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients110

Team

Total Employees11

Investment Advisers10

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

110 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TX

Closest by assets under management. All figures from Form ADV.

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HAWKEYE PARTNERS, LP

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AUSTIN 180 ADVISORY GROUP LLC

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