A.B. Ridgeway Wealth Management LLC

Overview

A.B. Ridgeway Wealth Management LLC is a small, independent RIA that serves individual and family clients with a mix of financial planning, discretionary portfolio management and educational programming. The firm is owned by an individual and runs a boutique practice model: it manages assets on a discretionary basis and charges a combination of percentage-of-AUM and fixed fees. With a compact client roster, the firm emphasizes tailored planning and portfolio implementation rather than high-volume advisory relationships. Investment activity centers on publicly available pooled vehicles — primarily mutual funds and other public funds — with a clear willingness to incorporate ESG considerations into portfolio construction. The firm does not position itself as a capital allocator to direct venture or hedge strategies, but it does use third‑party managers for alternative exposure in real estate. Client engagement includes financial planning, ongoing portfolio oversight for individuals and small businesses, and periodic seminars or workshops.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices