SourcingSourcing

ARWA LLC

C41
CRD 337220·SEC 801-134217·FORT WORTH, TX
AUM
$335.0M
$100M-$500M
Est. Revenue
$3.4M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARWA LLC
CRD
337220
SEC file #
801-134217
EIN
393790450
DBA names
Aspenridge Wealth Advisors

Economics

AUM
$335.0M
AUM band
$100M-$500M
AUM trajectory
—
Client mix
Individuals Other274
Individuals High Net Worth109

Operations

Employees (total)
7
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
FORT WORTH TX
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
02/17/2026
ADV-W filed at
—
Website
aspenridgewealthadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BIGADVENTURE HOLDINGS LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
BIGADVENTURE HOLDINGS LLC
BIGLER, BENJAMIN, ROBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ASPENRIDGEWEALTHADVISORS.COM
Rdap Domain Creation Date
2018-08-23T15:26:58Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002113621
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-02-27
Edgar Last Filing Date
2026-04-13
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-13
Accession0001951757-26-000588

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2901
Soi Zip Pct 200k Plus
0.0561
Soi Zip Returns 200k Plus
640
Soi Zip Total AGI
922,020
Fdic Zip Total Deposits
3,441,424,000
Fdic Zip Branch Count
94
Fdic Zip Top Banks
Wells Fargo Bank, National Association
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
9800 HILLWOOD PARKWAYSUITE 180FORT WORTH, TX 76177
Business
9800 HILLWOOD PARKWAYSUITE 180FORT WORTH, TX 76177
Edgar EIN
393790450
Edgar Recent Filings
13F-HR2026-04-13 · 0001951757-26-000588
13F-HR2026-02-27 · 0001951757-26-000495
Fdic Zip Branches Raw
Wells Fargo Bank Texas, National AssociationFort Worth, TX
First American Bank, SSBFort Worth, TX
Fdic Zip HHI
3401.82
Fdic Zip Top Bank Share Pct
55.86
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-08-23T15:26:58Z
Rdap Domain Last Changed
2025-06-11T15:53:39Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI32,001
Returns2,370
Stub 2
AGI91,640
Returns2,470
Stub 3
AGI119,245
Returns1,930
Soi Zip Total Business Income
10,980
Soi Zip Total Cap Gains
16,203
Soi Zip Total Dividends
4,159
Soi Zip Total Returns
11,410
Trust Company Affiliate
No

People (3)

3
BIGLER, BENJAMIN, ROBERT
IAR · Executive Officer · 2.5%
4956131
GODFREY, NICHOLAS, CREER
IAR · Executive Officer · 2.5%
5842478
Peyton Bruce
IAR
7620851