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Current Employers
Aspen Creek Wealth Management, Llc

950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-04-24
  • CO RA
    APPROVED
    Since 2025-04-24

Branch Locations

Colorado Springs, CO • United States

950 E State Highway 114 Ste. 160, Southlake, TX 76092 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2007 → 06/2019
    Philips/Spectranetics
    Colorado Springs, CO
  • 04/2025 → Present
    Southlake, TX
  • 07/2019 → Present
    Realworth Residential, Llc Dba Pinnacle Lawn & Landscape,
    Colorado Springs, CO
  • 04/2024 → Present
    Exp Realty, Llc
    Colorado Springs, CO
  • 03/2024 → Present
    Aspen Creek Wealth Strategies, Inc
    Colorado Springs, CO
  • 03/2024 → Present
    Realworth Partners Llc Dba Realworth Financial Partners
    Colorado Springs, CO
  • 10/2017 → Present
    Realworth Equipment, Llc Dba Vertic-L Equipment Rental
    Colorado Springs, CO
  • 03/2024 → Present
    Realworth Partners Llc Dba Realworth Property Partners
    Colorado Springs, CO
  • 10/2016 → Present
    Realworth Group, Llc - Subsidiaries & Partnerships
    Colorado Springs, CO
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-18
  • S65 Uniform Investment Adviser Law Examination
    2025-03-18

View on SEC IAPD

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