RIDGECREST WEALTH PARTNERS, LLC

Overview

Ridgecrest Wealth Partners, LLC is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm combines traditional portfolio management and financial planning with advisory services that include pension consulting and selection of other advisers. Ridgecrest operates an insurance brokerage alongside its advisory practice, which suggests a holistic approach to wealth management that spans investments, risk transfer and planning. Investment activity is tilted toward public markets, with a stated preference for public funds and mutual funds as the single largest asset class under management. At the same time Ridgecrest allocates to third-party alternative managers, specifically private placements and real estate, positioning itself to supplement liquid public exposure with less-correlated private strategies. The firm charges a mix of percentage-of-AUM and fixed fees and does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices