FORT WORTH, TXCRD 337220Latest ADV February 17, 2026
Aspenridge Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Worth, TX. Its latest Form ADV filing, dated February 17, 2026, reports $335M in regulatory assets under management, 7 employees, and 1,352 accounts.
Assets Under Management
$335M
Employees
7
Offices
--
Total Clients
383
Primary office
FORT WORTH, TX
9800 HILLWOOD PARKWAY, SUITE 180, FORT WORTH, TX, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.5% of total clients.
Top client categories% of clientsClients
1
Individuals
71.5%
274
2
HNWI
28.5%
109
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$335Mas of February 17, 2026
Discretionary94.3%
$316M
94% of total RAUM94.3%
Non-discretionary5.7%
$19M
6% of total RAUM5.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$335M
Total Accounts1,352
10Y AUM Change+$335M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee55:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.