RIA Intel›Advisers›Arizona›ASPEN TRAIL WEALTH MANAGEMENT, LLC

ASPEN TRAIL WEALTH MANAGEMENT, LLC

Advisory

Data as of May 1, 2026 · Source: SEC Form ADV

Average account

$535K

across 31 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed May 1, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients20

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, TX

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

20 clients

11 high-net-worth

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

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

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-94.4% 1Y

WEALTHX ADVISORS LLC

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ME FINANCIAL LLC

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