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Michael William Dotti

Aspen Creek Wealth Management, LLC

Southlake, TX

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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
TX RA APPROVED 2022-10-28
  • TX RA
    APPROVED
    Since 2022-10-28

Branch Locations

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
North Country Family Practice Pa Southlake TX 06/1993 09/2021
Retired Colleyville TX 09/2021 06/2022
Tyler Wealth Management Llc Southlake TX 06/2022 11/2024
Aspen Creek Management, Llc Southlake TX 11/2024 Present
  • 06/1993 → 09/2021
    North Country Family Practice Pa
    Southlake, TX
  • 09/2021 → 06/2022
    Retired
    Colleyville, TX
  • 06/2022 → 11/2024
    Tyler Wealth Management Llc
    Southlake, TX
  • 11/2024 → Present
    Aspen Creek Management, Llc
    Southlake, TX
Other Businesses

1)Life Insurance Agent; South Lake, TX; September 2021; 1 to 9 hours per month; 1 to 9 hours per month during trading hours; sell life insurance policies 2) Aletheia Investments; Partner; Colleyville, TX; Investment Related; Family Partnership, Investment Related; April 2015; 1 to 5 hours per month; 1 to 5 hours per month during trading hours; hospital building investment 3) Xaris Management LLC; President; Colleyville, TX; Xaris is General Partner of Dotti Investments LTD; Investment Related; May 2007; 1 to 10 hours per month; 1 to 10 hours per month during trading hours; private placement investments

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-08
  • S65 Uniform Investment Adviser Law Examination
    2022-04-08

View on SEC IAPD

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