Rockridge Money Management LLC
RIASEC Registered
Total AUM
$15.6M
Discretionary
$15.6M
100% of AUM
Avg account
$1.6M
Accounts
10
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 154778
- Custodians
- CHARLES SCHWAB & CO., INC., WEDBUSH SECURITIES INC., THE VANGUARD GROUP, INC., THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.87%
- Individuals21.13%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Rockridge Money Management LLC is an independent, individual‑owned registered investment adviser organized as an LLC that provides discretionary portfolio management for individuals, families and small businesses. The firm charges fees as a percentage of assets under management and does not represent itself as a multi‑state adviser or an ESG‑focused manager. Its stated advisory activity centers on portfolio management rather than pension consulting or serving as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities66%
- Exchange Traded Equities20%
- Public Funds/Mutual Funds10%
- Cash & Cash Equivalents4%
Contacts
1 of 1Gillette Edmunds
Sole ProprietorCRD 5831495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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