Ridgeoak Wealth

Overview

Ridgeoak Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individuals and families and operates on a fee model that charges a percentage of assets under management. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Ridgeoak Wealth identifies as a capital allocator and deploys third‑party managers for certain strategies. The firm is not characterized as an active ESG investor and is state‑registered in Texas and Virginia.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices