Aspen Trail Wealth Management, LLC

Aspen Trail Wealth Management, LLC (CRD# 224517) is a financial advisory firm headquartered in Tempe, AZ. They manage $6,700,000 in 39 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $171,795
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Aspen Trail Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher W. Dunlevy
CRD#: 4909656
4801 S. Lakeshore Dr., Suite 115, Tempe, AZ 85284
96
Wealthminder
score

Christopher Dunlevy (CRD# 4909656) is an Investment Advisor Representative working at Aspen Trail Wealth Management, LLC in Tempe, AZ and has over 11 years of experience in the finance industry. Christopher Dunlevy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.