RIDGEPOINT WEALTH ADVISORS LLC

RIDGEPOINT WEALTH ADVISORS LLC is an SEC-registered investment adviser (CRD 325054). Regulatory assets under management: $12.2M.

Registration

• CRD: 325054
• Type: Registered investment adviser
• Phone: (860)-222-2667
• Latest filing: 2026-02-09
• Regulatory AUM: $12.2M
• Discretionary AUM: $12.2M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325054 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search