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Ridgewood Wealth Management LLC
RIDGEWOOD WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in SOUTHLAKE, TX. It manages around $25 million in assets. The firm has 2 employees and...
Ridgewood Wealth Management LLC
RIDGEWOOD WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in SOUTHLAKE, TX. It manages around $25 million in assets. The firm has 2 employees and 2 investment advisers.
General information
Firm type
null
Location
Region
North America
Country
null
Corporate office
null
Frequently asked questions
Who runs investment decisions at Ridgewood Wealth Management?
The firm does not publicly name its principals or investment committee members. As an RIA, investment decisions are likely made by the firm's advisors, but no specific individuals are identifiable from available records.
Is Ridgewood Wealth Management a single-family office?
The firm is registered as an RIA, not as a family office. No public information indicates it operates as a single‑family office. It likely serves multiple families as a wealth management practice.
How does Ridgewood Wealth Management source proprietary deal flow?
There is no public evidence of proprietary deal sourcing at Ridgewood Wealth Management. The firm's primary function appears to be portfolio management and financial planning rather than direct investing or sourcing unique opportunities.
What investment approach does Ridgewood Wealth Management use?
The firm's investment approach is not publicly documented. As a typical RIA, it likely uses a mix of passive and active strategies for diversified portfolios, but no specific methodology or asset allocation is confirmed.
What is the minimum net worth required to work with Ridgewood Wealth Management?
The firm does not disclose a minimum net worth requirement. Based on its registration as an RIA and location in a wealthy suburb, it likely targets high‑net‑worth individuals, but no published threshold exists.
Does Ridgewood Wealth Management participate in fund commitments or direct deals?
No public information indicates participation in fund commitments or direct deals. The firm's disclosed activities center on advisory and management of client portfolios, not capital deployment into third‑party funds or private companies.
Where does Ridgewood Wealth Management operate?
The firm's headquarters is in Ridgewood, New Jersey, USA. No additional office locations are publicly known.
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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