RIDGEBACK WEALTH MANAGEMENT

Overview

Ridgeback Wealth Management is a small, independent registered investment adviser operating as a limited liability company and focused on individuals and families. The firm provides financial planning and portfolio management for individuals and small-business owners, working under an hourly and fixed-fee pricing model rather than percentage-based asset fees. Ridgeback identifies as an active ESG investor, which suggests environmental, social, and governance considerations are integrated into its investment selection and manager vetting. The firm’s practice is compact and client-focused: its reported assets are concentrated in publicly traded pooled vehicles rather than direct, concentrated equity positions. Ridgeback does not present itself as a capital allocator and appears to rely on external managers and mutual funds to implement client strategies rather than running in-house alternative investment programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices