# Catoctin Ridge Wealth Partner

Catoctin Ridge Wealth Partner is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 333113
- **SEC file number:** 801-131326
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333113

## About

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.

## Questions

### 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.

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Last updated: 2026-07-06T01:24:13.754Z

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