Rock Ridge Wealth LLC

Overview

Rock Ridge Wealth LLC is an independent, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm focuses on individual and family clients and delivers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation comes through a mix of percentage-of-AUM fees and fixed fees. Rock Ridge also conducts insurance brokerage and other financial product sales alongside its advisory practice. The firm does not position itself as a capital allocator and does not identify as an active ESG investor. Its scale and service mix suggest a client-facing advisory model that blends traditional advisory fees with the ability to place insurance and related financial products.

Assets & Accounts

Investments & Alternatives