RIDINGER WEALTH MANAGEMENT, LLC

Overview

Ridinger Wealth Management, LLC is a small, client-focused advisory firm that manages portfolios primarily for individual and family clients. The firm operates as a capital allocator and emphasizes equity exposure as its primary preference, running discretionary portfolios that favor exchange-traded equities. Its advisory services include ongoing portfolio management for individuals and small businesses and selection of sub‑advisers when needed. Fee arrangements are flexible: percentage of AUM, hourly engagements, and fixed-fee work are all offered, allowing tailoring for different client relationships. The firm does not position itself as an ESG-active investor and is not registered as a multi-state adviser. It maintains an affiliation with an insurance company, which suggests access to insurance-based solutions or product relationships as part of its planning toolkit. Custody and trade execution are centralized through Charles Schwab & Co., Inc., which houses the firm’s reported asset base.

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Public Holdings

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Location & Offices