Peyton Bruce

ASPENRIDGE WEALTH ADVISORS

FORT WORTH, TX 76177

Some features on this profile are disabled

CRD#: 7620851

Professional summary

Peyton Bruce, who also goes by Peyton Michael Bruce, is a registered financial advisor currently at ASPENRIDGE WEALTH ADVISORS located in Fort Worth, Texas.

Peyton is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Peyton has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peyton Michael Bruce

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 Peyton Bruce'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

October 29, 2024 - September 12, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

Fort Worth, TX

Past

September 26, 2024 - September 12, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

Fort Worth, TX

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".

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)

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 66

Date: 10/15/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/26/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 7/10/2024

Securities Industry Essentials Examination

Current Firm

ASPENRIDGE WEALTH ADVISORS

ARWA LLC | ASPENRIDGE WEALTH ADVISORS

CRD#: 337220 / SEC#: 801-134217

RIA

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

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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

SEC notice filing (2 States and Territories)

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 Accounts	1,310
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.

Similar Advisors

David Alvarez

EDWARD JONES

IAR

Grapevine, TX

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

James Moore

EDWARD JONES

IAR

Ft Worth, TX

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Peyton Bruce

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peyton Bruce's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPENRIDGE WEALTH ADVISORS

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

ASPENRIDGE WEALTH ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 10/15/2024

Series 7TO

Date: 9/26/2024

SIE

Date: 7/10/2024

Current Firm

ASPENRIDGE WEALTH ADVISORS

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ASPENRIDGE WEALTH ADVISORS

TRUST BUT VERIFY

Similar Advisors