# Aspen Trail Wealth Management, LLC

> Aspen Trail Wealth Management, LLC is a state-registered investment advisory firm in Flagstaff, AZ, registered since 2015, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 224517
- Filed as: ASPEN TRAIL WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Flagstaff, AZ
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/224517
- AdvisorCensus page: https://advisorcensus.com/firm/aspen-trail-wealth-management-llc-flagstaff-az-224517

## Quick answers

**How is Aspen Trail Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aspen Trail Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Aspen Trail Wealth Management, LLC located?**
Aspen Trail Wealth Management, LLC's principal office is in Flagstaff, AZ, according to its Form ADV.

**Is Aspen Trail Wealth Management, LLC registered with the SEC or a state?**
Aspen Trail Wealth Management, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 224517.

**How much does Aspen Trail Wealth Management, LLC manage?**
Aspen Trail Wealth Management, LLC reports $16,586,681 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).

**What types of clients does Aspen Trail Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (11); individuals (other than high net worth individuals) (9).

**Does Aspen Trail Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/224517

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $16,586,681
- Discretionary: $16,586,681
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 9 | $3,515,867 |
| High net worth individuals | 11 | $13,070,814 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (11 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspen Trail Wealth Management, LLC (CRD 224517): Form ADV filing data as of October 2026.