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Nicholas Creer Godfrey

Nicholas C. Godfrey

ASPENRIDGE WEALTH ADVISORS | Financial Advisor
FORT WORTH, TX 76177
Some features on this profile are disabled
CRD#: 5842478
Nicholas Creer Godfrey

Professional summary

Nicholas Creer Godfrey is a registered financial advisor currently at ASPENRIDGE WEALTH ADVISORS located in Fort Worth, Texas.

Nicholas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Nicholas has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6, Series 9 and Series 10 exams.

Question & Answer

What are your service offerings?
Retirement Planning Strategies
Investments
Insurance
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nicholas Creer Godfrey's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 10, 2025 - Present

ASPENRIDGE WEALTH ADVISORS

Office #1: 9800 Hillwood Parkway Suite 180, Fort Worth, TX 76177
RIA
CRD#: 337220
FORT WORTH, TX
Past

November 8, 2018 - September 16, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Fort Worth, TX
Past

January 19, 2018 - September 16, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Fort Worth, TX
Past

December 24, 2011 - January 22, 2018

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
WESTLAKE, TX
Past

January 3, 2011 - October 5, 2011

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CENTERVILLE, UT
Past

October 8, 2010 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
LAYTON, UT

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ASPENRIDGE WEALTH ADVISORS
ARWA LLC | ASPENRIDGE WEALTH ADVISORS

CRD#: 337220 / SEC#: 801-134217

RIA
Registered Investment Advisory firm - (9/3/2025 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(9/10/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/7/2018
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/19/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/7/2010
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 6/28/2013
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/10/2013
General Securities Sales Supervisor - General Module Examination

Current Firm

AW
ASPENRIDGE WEALTH ADVISORS
ARWA LLC | ASPENRIDGE WEALTH ADVISORS

CRD#: 337220 / SEC#: 801-134217

RIA
Registered Investment Advisory firm - (9/3/2025 Approved)
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Contact information

Main Address
9800 Hillwood Parkway Suite #180, Fort Worth, TX 76177
Mailing Address
Phone number
(682) 231-8331
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARWA LLC DISCLOSURE BROCHURE (12/24/2025)

Regulatory assets under management

Total Number of Accounts1,310
AUM (Assets Under Management)$ 326,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ASPENRIDGE WEALTH ADVISORS

Financial AdvisorCRD#: 337220Fort Worth, TX 76177

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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