Catoctin Ridge Wealth Partner

Catoctin Ridge Wealth Partner is an SEC-registered investment adviser in Thurmont, MD, registered since 2024. The firm manages approximately $199 million in...

Catoctin Ridge Wealth Partner

Catoctin Ridge Wealth Partner is an SEC-registered investment adviser in Thurmont, MD, registered since 2024. The firm manages approximately $199 million in assets. It has 5 employees and 4 investment advisers.

General information

Firm type

Multi Family Office

What is the firm’s regulatory status?

Catoctin Ridge Wealth Partner is registered as an RIA with the SEC, per public filings. This registration allows it to provide investment advice to clients, including multi-family office services. No other regulatory actions or disclosures are publicly available.

How does the firm source deal flow?

No public information describes the firm's sourcing model. As an RIA, it may rely on third-party asset managers and standard market relationships, but this is speculative. Deal flow is not discussed in any known filings or media.

Does the firm disclose AUM or investment performance?

No. The firm does not publish AUM figures or performance data. Its ADV filings with the SEC may contain AUM figures but are not publicly cited in available sources.

Who are the firm’s named principals?

No principals have been publicly named. The firm's leadership is not listed on any known website or regulatory document that has been surfaced.

What geographic region does the firm serve?

The firm's name references Catoctin Ridge in Maryland, suggesting a potential Mid-Atlantic US focus. However, no confirmed office location or client geography has been disclosed.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.