RIDGEWOOD WEALTH MANAGEMENT LLC

RIDGEWOOD WEALTH MANAGEMENT LLC of SOUTHLAKE, TX is an SEC-registered investment adviser (CRD 302033). Regulatory assets under management: $25.2M.

Registration

• CRD: 302033
• Type: Registered investment adviser
• Location: 180 STATE STREET, SOUTHLAKE, TX, 76092
• Phone: 817-301-5190
• Latest filing: 2026-03-02
• Regulatory AUM: $25.2M
• Discretionary AUM: $25.2M
• Clients: 2
• Accounts: 107

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 302033 on SEC IAPD (source of record)
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