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Ridgeback Wealth Management
Ridgeback Wealth Management (RWM) is a flat-fee financial planning and investment management firm in Peachtree City, GA, serving clients locally and throughout...
Ridgeback Wealth Management
Ridgeback Wealth Management (RWM) is a flat-fee financial planning and investment management firm in Peachtree City, GA, serving clients locally and throughout the country. It provides independent, objective guidance with integrated financial planning and ongoing investment management for a flat fee, managing client portfolios at Charles Schwab. The firm prioritizes long-term growth using low-cost, low-turnover, broadly diversified index funds and applies tax-aware considerations as a fiduciary.
General information
Firm type
RIA
Location
City
Peachtree City
Principals
Kyle Ray
founder and owner
Frequently asked questions
What is Ridgeback Wealth Management's known posture on co-investments?
There is no public evidence that Ridgeback participates in or syndicates direct co-investments alongside external general partners. Its opacity makes it an unlikely candidate for the club-deal circuits common among more publicly visible family offices, and it almost certainly invests through separately managed accounts or commingled fund interests where its identity can remain undisclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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