Aspen Trail Wealth Management, LLC
Aspen Trail Wealth Management, LLC (CRD# 224517) is a financial advisory firm headquartered in Tempe, AZ. They manage $9,550,000 in 59 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts59ACCOUNTS
Average Account Value$161,864
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Christopher Dunlevy (CRD# 4909656) is an Investment Advisor Representative working at Aspen Trail Wealth Management, LLC in Tempe, AZ and has over 13 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.