Aspen Creek Wealth Management, Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 160649
· Southlake, TX
· TYLERFINANCIALNETWORK.COM
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ADV data as of Jun 08, 2026
- Regulatory AUM
- $38.5M
- Discretionary
- $38.5M
- Clients
- 110
- Avg AUM / client
- $350K
- Accounts
- 110
- Employees
- 11
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 89 | $9.2M | 23.8% |
| High net worth individuals | 20 | $29.2M | 76.0% |
| Corporations and other businesses | 1 | $57.6K | 0.15% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| William Arthur Tyler | Registered representative | CFP Chartered Financial Consultant | May 2012 (14y) | |
| Michael Don Morrow | Registered representative | Jun 2018 (8y) | ||
| Kelly Marie Fasterling | Registered representative | Jan 2019 (8y) | ||
| Michael William Dotti | Registered representative | Oct 2022 (4y) | ||
| Colton Paul Jackson | Registered representative | Jun 2023 (3y) | ||
| Jodie Yong Le Rollins Blair | Registered representative | Jan 2024 (3y) | ||
| Lynn Marie Rollins | Registered representative | Jan 2024 (3y) | ||
| Robert Quinn Borchert | Registered representative | Apr 2025 (1y) | ||
| Richard Macciola | Registered representative | Jun 2025 (1y) | ||
| James Dennis Underwood | Registered representative | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.11 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SELECTION OF OTHER ADVISERS FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $38.5M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗