Aspen Trail Wealth Management, LLC

Aspen Trail Wealth Management, LLC (CRD# 224517) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $13,776,675 in 90 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2700 S. Woodlands Village Blvd, 300-195, Flagstaff, AZ 86001
https://www.aspentrailwealth.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $153,074
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Aspen Trail Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Dunlevy, financial advisor Flagstaff AZ
Christopher W. Dunlevy
CRD#: 4909656
Flagstaff, AZ

Christopher Dunlevy (CRD# 4909656) is an Investment Advisor Representative working at Aspen Trail Wealth Management, LLC in Flagstaff, AZ and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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