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TS

Todd W. Sirrine

ASPEN RIDGE WEALTH MANAGEMENT
SOUTH JORDAN, UT 84095
Some features on this profile are disabled
CRD#: 6570293
TS

Professional summary

Todd William Sirrine is a registered financial advisor currently at ASPEN RIDGE WEALTH MANAGEMENT, LLC located in South Jordan, Utah.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Todd has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

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 Todd William Sirrine's 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

January 9, 2025 - Present

ASPEN RIDGE WEALTH MANAGEMENT, LLC

Office #1: 10808 S River Front Parkway Suite 3048, South Jordan, UT 84095
RIA
CRD#: 333177
SOUTH JORDAN, UT
Past

October 26, 2015 - January 8, 2025

COLWYN INVESTMENTS LC

RIA
CRD#: 171858
South Jordan, UT

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
(3/20/2026)
IAR
Utah
(1/9/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/23/2015
Uniform Investment Adviser Law Examination

Current Firm

AR
ASPEN RIDGE WEALTH MANAGEMENT, LLC
ASPEN RIDGE WEALTH MANAGEMENT | ASPEN RIDGE WEALTH MANAGEMENT, LLC

CRD#: 333177 / SEC#:

Utah
Registered Investment Advisory firm - (1/9/2025 Approved)
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Contact information

Main Address
10808 S River Front Parkway Suite 3048, South Jordan, UT 84095
Mailing Address
Phone number
(801) 996-7600
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts254
AUM (Assets Under Management)$ 20,625,316

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

ASPEN RIDGE WEALTH MANAGEMENT, LLC

CRD#: 333177South Jordan, UT 84095

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