Rock Ridge Wealth LLC

RIAState Registered

Total AUM

$19.2M

Discretionary

$18.7M

97% of AUM

Avg account

$116K

Accounts

165

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 313914
Registered since: June 9, 2021
Website: www.rockridgewealthllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals96.98%
Corporations / Businesses2.5%
Charitable Organizations0.52%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Rock Ridge Wealth LLC is an independent, state-registered advisory firm organized as an LLC that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services alongside insurance brokerage and other financial product distribution. Its fee mix includes both a percentage-of-AUM model and fixed fees. Rock Ridge is registered in Louisiana and New York and operates under individual ownership.