RIA Intel›Advisers›Utah›ASPEN RIDGE WEALTH MANAGEMENT, LLC

ASPEN RIDGE WEALTH MANAGEMENT, LLC

Advisory

SOUTH JORDAN, UT

Data as of Apr 7, 2026 · Source: SEC Form ADV

Average account

$81K

across 256 accounts

AUM per adviser

$10M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 7, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients147

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, UT

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

147 clients

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

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