Nicholas Creer Godfrey

Employer firm

Aspenridge Wealth Advisors CRD 337220

$335M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2011 → 01/2018
  Fidelity Investments
  Westlake, TX
• 01/2018 → 09/2025
  Ameriprise Financial Services, Llc
  Fort Worth, TX
• 09/2025 → Present
  Arwa Llc
  Forth Worth, TX

Previous Registrations

• 2018-11-08 → 2025-09-16
  Ameriprise Financial Services, Llc
  Watauga, TX
  Fort Worth, TX
  Fort Worth, TX

Other Businesses

1) Licensed insurance agent; Not investment-related; Same address; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 2) Big Adventure Holdings; Not investment-related; Same address: Approx. 10 hours a month. Managing Partner, Holding Company for AspenRidge Wealth Advisors.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-07
• S63 Uniform Securities Agent State Law Examination
  2010-10-19