# Ridgeback Wealth Management

Ridgeback Wealth Management is a RIA based in Peachtree City.

## Overview

- **Organization type:** RIA
- **Headquarters:** Peachtree City
- **Assets under management:** Undisclosed
- **Website:** ridgebackwealth.com
- **LinkedIn:** https://www.linkedin.com/company/ridgebackwealth

## Regulatory record

- **CRD number:** 331999
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331999

## About

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.

## People

- Kyle Ray — founder and owner

## 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.

## Related profiles

- [Ridge and Republic Financial](https://altss.com/profile/ridge-and-republic-financial)
- [Ridgewood Energy](https://altss.com/profile/ridgewood-energy)

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Last updated: 2026-08-11T15:07:57.118Z

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