RIDGEWOOD WEALTH MANAGEMENT LLC

Overview

Ridgewood Wealth Management LLC is a small, independent registered investment adviser that positions itself as a capital allocator for individual and family clients. The firm charges a percentage-of-assets fee and delivers financial planning, discretionary portfolio management for individuals and small businesses, and selection of outside advisers. Its portfolio lean is clearly toward publicly traded equities — the ADV shows a strong preference for exchange-traded securities — and the firm does not identify itself as an active ESG investor. Ridgewood operates as a single-state adviser and manages client relationships in a highly concentrated, high-touch format.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices