Ridley Wealth Management

Overview

Ridley Wealth Management is a small, independent Registered Investment Adviser owned by an individual and focused on providing financial planning and portfolio management to individuals and families, including small-business owners. The firm operates as a fee-based advisor, charging a combination of percentage-of-AUM and fixed fees. Its filings indicate no active ESG emphasis and it is not set up as a multi-state adviser or pension consultant; the adviser functions primarily as a single-state, client-focused practice managing discretionary accounts. Investment activity is concentrated in publicly traded pooled vehicles rather than direct single-stock bets. With a compact client base and modest scale, the firm appears to prioritize core investment solutions—public mutual funds—delivered through discretionary management and ongoing financial planning relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices