Ridgeoak Wealth
Firm details
- Headquarters
- Arlington, Virginia
- CRD number
- 313311
- Website
- www.nhabla.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI87.79%
- Individuals12.21%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Nhabla is an independent, individual-owned RIA that provides fee-based wealth management primarily to individual and family clients. The firm charges a percentage-of-AUM advisory fee and focuses its practice on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of other advisers. Nhabla identifies as a capital allocator, directing client capital into third-party managers where appropriate rather than only managing in-house strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities48%
- Cash & Cash Equivalents29%
- Public Funds/Mutual Funds19%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1Johnny Medina
Chief Compliance Officer, Managing PartnerCRD 6895930
Contacts
1 of 1
Roberto Ortega
Managing PartnerCRD 6401443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Arlington, VA
Arlington
Location
Arlington, VA
Headquartered in Arlington, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- Arlington
- Address
- 2300 Wilson Blvd
- Time zone
- ET (UTC-5)
- Office locations
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