CRD: 311286
A.b. Ridgeway Wealth Management LLC
$4.0M Total AUM
$4.0M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- FusionTimber atlas +more
- Established Date
- 11-06-2020
- Office Locations
- 1
Office Locations
-- Lafayette LA
About A.b. Ridgeway Wealth Management LLC
A.B. Ridgeway Wealth Management is a Lafayette, Louisiana RIA serving retail clients with faith-based, Christian-focused guidance that integrates biblical stewardship into financial planning and investment decisions. The firm provides retirement, tax, estate, insurance, college, and legacy planning alongside portfolio construction and risk-managed asset allocation, including socially responsible/ESG-oriented approaches. Custody includes Charles Schwab.
Team overview
38 AVG AGE
$4.0M AVG AUM / ADVISOR
$266.8K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Matrix Bridge signal
Custodian
Crest Ember
Investment Themes
Insight Alpha vector Signal pioneer Atlas eagle
Investment Vehicles
Capital element
Services
Atlas Wave signal Element Insight insight Glacier optima Summit prime Horizon value Wave harbor Radial eagle
Technology
Timber Summit alpha North crest Capital harbor Peak insight
Owner & Executives
Alajahwon Ridgeway
Owner
- CRD
- #6150470
- Ownership
- 75% or more
(579) 250-2978
harbor.horizon@glaciercapital.com
in linkedin.com/in/summit-delta
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,001,361 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,001,361 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,001,361
Public Funds:
63.6% Cash:
36.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,749,662,414 | 63.6% |
| Cash | $2,146,033,206 | 36.4% |
| Total | $5,895,695,620 | 100.0% |