Ridgewood Wealth Management LLC
Ridgewood Wealth Management LLC (CRD# 302033) is a financial advisory firm headquartered in Southlake, TX. They manage $21,510,000 in 108 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management22MILLION
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Total Number of Accounts108ACCOUNTS
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Average Account Value$199,167
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TX
Financial Advisors at Ridgewood Wealth Management LLC
1
Brad Bartz (CRD# 5711276) is an Investment Advisor Representative working at Ridgewood Wealth Management LLC in Southlake, TX and has over 14 years of experience in the finance industry.
2
Justin Hunter (CRD# 7222137) is an Investment Advisor Representative working at Ridgewood Wealth Management LLC in Southlake, TX and has 1 year of experience in the finance industry.
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