Ridge Road Wealth Management, LLC

Overview

Ridge Road Wealth Management, LLC is a newly formed, owner-operated investment adviser organized as an LLC and registered with the SEC in 2026. The firm describes itself as a capital allocator that provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Its business model blends advisory work with third-party manager selection rather than acting purely as an in-house asset manager. Fee arrangements are a mix of percentage-of-AUM and fixed fees, reflecting a hybrid approach that can accommodate both ongoing asset-based relationships and project or planning engagements. Ridge Road identifies as a single-state adviser and does not position itself as an active ESG investor. The firm’s registration status and owner-type indicate it is at an early stage of development and likely building out client relationships and manager networks.

Investments & Alternatives