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950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-04-24 |
Branch Locations
Colorado Springs, CO • United States
950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Philips/Spectranetics | Colorado Springs | CO | 05/2007 | 06/2019 |
| Aspen Creek Wealth Management Llc | Southlake | TX | 04/2025 | Present |
| Realworth Residential, Llc Dba Pinnacle Lawn & Landscape, | Colorado Springs | CO | 07/2019 | Present |
| Exp Realty, Llc | Colorado Springs | CO | 04/2024 | Present |
| Aspen Creek Wealth Strategies, Inc | Colorado Springs | CO | 03/2024 | Present |
| Realworth Partners Llc Dba Realworth Financial Partners | Colorado Springs | CO | 03/2024 | Present |
| Realworth Equipment, Llc Dba Vertic-L Equipment Rental | Colorado Springs | CO | 10/2017 | Present |
| Realworth Partners Llc Dba Realworth Property Partners | Colorado Springs | CO | 03/2024 | Present |
| Realworth Group, Llc - Subsidiaries & Partnerships | Colorado Springs | CO | 10/2016 | Present |
1. RealWorth Residential, LLC DBA Pinnacle Lawn & Landscape (Owner/President); Landscaping business; Start date: 10/2016; Colorado Springs, CO; 5-20 hours per week based on seasonality (downsizing/customer transition still in progress through 06/2025); non-investment related. 2. RealWorth Partners, LLC DBA RealWorth Property Partners (Owner & President);Real estate agent services brokered with EXP Realty; Start date: 04/2024; Colorado Springs, CO; 0-10 hours per week as demand requires and as availability permits; non-investment related. 3. RealWorth Partners, LLC DB RealWorth Financial Partners (Owner/President); Insurance/annuity sales; Start date: 03/2024; Colorado Springs, CO; 80-160 hours per month; 60-120 trading hours per month; investment related. 4. RealWorth Partners, LLC, DBA: RealWorth Partners (Owner/President); Other general/business consulting; Start date: 02/2025; Colorado Springs, CO; 0-5 hours per month; 0-2 trading hours per month; non-investment related. 5. RealWorth Equipment, LLC, DBA: Vertic-L Equipment Rental (Owner/President); Executive leadership, administrative duties; Start date: 10/2017; Colorado Springs, CO (also registered in WY); 0-2 hours per month; 0-1 trading hours per month; non-investment related. 6. RealWorth Group, LLC; (Co-owner/President); holding company for various personal real-estate; Start date: 10/2016; Colorado Springs, CO (also registered in WY); 0-4 hours per month; 0-2 trading hours per month; investment related. ownership stake is 50% via his portion of RQB & KJB Revocable Living Trust. There are 3 subsidiary Colorado LLCs owned by RealWorth Group, LLC and used as secondary holding companies to partition investments. Those LLC names are RealWorth CSP, LLC; RealWorth Indy, LLC; RealWorth LW, LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-18 |
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