# Aspenridge Wealth Advisors

> Aspenridge Wealth Advisors is an SEC-registered investment advisory firm in Fort Worth, TX, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 20, 2026.

- CRD: 337220
- Filed as: ASPENRIDGE WEALTH ADVISORS
- Legal name: Arwa LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Worth, TX
- Filing period: October 2026
- Form ADV filing dated: May 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337220
- AdvisorCensus page: https://advisorcensus.com/firm/aspenridge-wealth-advisors-fort-worth-tx-337220

## Quick answers

**How is Aspenridge Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Aspenridge Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Aspenridge Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated May 20, 2026 states: Hourly rate: $800 an hour (Financial Planning Services); Flat fee: $6,000 a year (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aspenridge Wealth Advisors located?**
Aspenridge Wealth Advisors' principal office is in Fort Worth, TX, according to its Form ADV.

**Is Aspenridge Wealth Advisors registered with the SEC or a state?**
Aspenridge Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 337220.

**How much does Aspenridge Wealth Advisors manage?**
Aspenridge Wealth Advisors reports $335,003,000 in regulatory assets under management in its Form ADV filing dated May 20, 2026 (94% discretionary).

**What types of clients does Aspenridge Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (274); high net worth individuals (109).

**Which custodians does Aspenridge Wealth Advisors use?**
Aspenridge Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Aspenridge Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/337220

**Does Aspenridge Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated May 20, 2026 says: "ARWA generally does not impose a minimum relationship size."

**What changed in Aspenridge Wealth Advisors' recent Form ADV filings?**
In the March 2026 filing data: Registered or notice-filed in NE.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 20, 2026)

- Account minimum: None

> ARWA generally does not impose a minimum relationship size.

- Hourly rate: $800 an hour (Financial Planning Services)

> ARWA offers financial planning services either on an hourly basis or as an ongoing fee. Hourly fees range up to $800 per hour.

- Flat fee: $6,000 a year (Financial Planning Services)

> Fixed fees range up to $6,000 annually. Fees may be negotiable based on the nature and complexity of the services to be provided

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $335,003,000
- Discretionary: $315,899,094
- Non-discretionary: $19,103,906

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 274 | $67,472,962 |
| High net worth individuals | 109 | $267,530,038 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- aspenridgewealthadvisors.com
- Facebook @aspenridgewealthadvisors

## Changes in the filing (last 12 months)

### March 2026
- Registered or notice-filed in NE.

### January 2026
- Regulatory assets under management went from $0 to $326,000,000.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aspenridge Wealth Advisors (CRD 337220): Form ADV filing data as of October 2026.