Rock Ridge Wealth LLC
Rock Ridge Wealth LLC (CRD# 313914) is a financial advisory firm headquartered in , . They manage $17,027,178 in 176 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Rock Ridge Wealth LLC
By the Numbers
-
Total Assets Under Management17MILLION
-
Total Number of Accounts176ACCOUNTS
-
Average Account Value$96,745
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, NY
Financial Advisors at Rock Ridge Wealth LLC
1
Jonathan Bartholomew (CRD# 4586194) is an Investment Advisor Representative working at Rock Ridge Wealth LLC in Sackets Harbor, NY and has over 21 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.