RIPPLE RIDGE ENTERPRISES LLC

Overview

Ripple Ridge Enterprises LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm acts as a capital allocator and combines financial planning and portfolio management with ancillary business activities as an insurance broker and accountant. Its advisory scope emphasizes personalized relationships: fee structures include percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and the firm also offers selection-of-other-advisers services when clients need third‑party managers or specialty solutions. Investment activity centers on public mutual funds and pooled vehicles, which make up the bulk of client portfolios. The firm has demonstrated the ability to access alternative strategies through third‑party managers, with particular use of private placements, direct real estate and REITs. Ripple Ridge appears to run a compact practice that blends discretionary management with financial planning and ad hoc advisory assignments for individuals and small businesses.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices