Investment adviser · CRD 337220
ASPENRIDGE WEALTH ADVISORS
Investment adviser filing (IA)
ARWA LLC
FORT WORTH, TX, United States · Form ADV filed May 20, 2026
- Regulatory AUM
- $335M Form ADV · Item 5.F
- Client accounts
- 1,352 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 109 | $267,530,038 | 79.9% |
| Individuals | 274 | $67,472,962 | 20.1% |
Filing source
Form ADV 2107074 · May 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 20, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9800 HILLWOOD PARKWAY, SUITE 180FORT WORTH, TX, 76177, United States
CRD 337220
Filing source
Form ADV 2107074 · May 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.