Aspen Trail Wealth Management, LLC
From SEC Form ADV filings, advisor registrations and this firm's page on Advicer.bio, latest filing May 2026. Grades compare it with the typical wealth management RIA.
Not on Organic Growers: firms qualify by growing assets faster than the typical firm while adding staff and advisors.
Not on Talent Magnets (RIAs that recruited 3 or more advisors in 12 months).
No tools listed yet.
What the fastest growers do more than firms their size, and whether this firm does it: from what it told the SEC about its ads (Form ADV Item 5.L) and what its own website shows.
Its ads don't include performance results. The fastest growers are less likely to advertise performance than firms their size.
Grades: growth compares two-year asset growth with the typical wealth management RIA (A is 1.5× typical or more); advisors is A for a top 100 Talent Magnet, otherwise by net advisors in 12 months; tech stack by tools listed; marketing by the share it does of six things the fastest growers do more (testimonials, endorsements and ratings in its ads, from Form ADV 5.L; a YouTube channel, a niche and a monthly blog on its website), of those we could check; the page by how complete it is, including the fees, minimum and process prospects look for first. Assets include market gains and acquisitions. Public data only; not a recommendation.