ROCK RIDGE WEALTH LLC

ROCK RIDGE WEALTH LLC of SACKETS HARBOR, NY is an SEC-registered investment adviser (CRD 313914). Regulatory assets under management: $19.2M.

Registration

• CRD: 313914
• SEC file number: 801-121402
• Type: Registered investment adviser
• Location: 12791 STATE ROUTE 3, SACKETS HARBOR, NY, 13685
• Phone: 315-843-0698
• Latest filing: 2026-07-16
• Regulatory AUM: $19.2M
• Discretionary AUM: $18.7M
• Non-discretionary AUM: $480K
• Clients: 1
• Accounts: 165

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 313914 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search