Todd W. Sirrine

ASPEN RIDGE WEALTH MANAGEMENT

SOUTH JORDAN, UT 84095

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CRD#: 6570293

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.

In addition to being an investment adviser representative of Aspen Ridge Wealth Management, LLC, Todd W. Sirrine is licensed as an independent insurance agent in Utah, working through Compass Insurance Advisors. The address for Compass Insurance Advisors is 38 East Scenic Point DR, Draper, UT 84020. Start date of this relationship was September 19, 2024. This business is not investment-related. Insurance products and offerings from Todd W. Sirrine and or in association with Aspen Wealth Management, LLC are incidental or convenience offerings based on client request or need. Insurance does not represent a significant point of revenue or focus of the firm nor does it consume more than two hours a week in time and does not conflict with securities trading hours. As an investment adviser representative of Aspen Ridge Wealth Management, LLC, Todd W. Sirrine may make recommendations on insurance products based on client request or need and may also, as an independent insurance agent, sell those insurance products to advisory clients.

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

Utah
(1/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/23/2015

Uniform Investment Adviser Law Examination

Current Firm

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

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	239
AUM (Assets Under Management)	$ 18,480,878

Red Flags

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

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Todd W. Sirrine

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd William Sirrine's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPEN RIDGE WEALTH MANAGEMENT, LLC

COLWYN INVESTMENTS LC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/23/2015

Current Firm

ASPEN RIDGE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ASPEN RIDGE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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