Rock Ridge Wealth LLC

RIASEC RegisteredEst. 2021

Total AUM

$19.2M

Discretionary

$18.7M

97% of AUM

Avg account

$116K

Accounts

165

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 313914
Registered since: June 9, 2021
Website: www.rockridgewealthllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals96.98%
Corporations / Businesses2.5%
Charitable Organizations0.52%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Rock Ridge Wealth LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2021. The firm is individually owned and focuses on servicing individuals and families. Its advisory offerings emphasize financial planning and discretionary portfolio management for individuals and small businesses, and the firm lists pension consulting among its advisory activities. Compensation is through a mix of percentage-of-AUM and fixed fees. Rock Ridge also operates as an insurance broker and as a seller of other financial products, which aligns with its use of annuities in client solutions. The firm does not identify as an active ESG investor and is not categorized as a capital allocator.