CRD: 331999
Ridgeback Wealth Management
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-24-2024
- Office Locations
- 1
Office Locations
470 Commerce DR Suite 670 Peachtree City GA
About Ridgeback Wealth Management
Ridgeback Wealth Management is an independent, fiduciary RIA providing flat-fee financial planning and ongoing investment management for households, integrating tax planning into recommendations. Portfolios emphasize long-term growth using low-cost, low-turnover, broadly diversified index funds, with custody through Charles Schwab. The firm highlights memberships in XYPN and NAPFA.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$104.9K AVG AUM / CLIENT
2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
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Services
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Technology
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Owner & Executives
K
Kyle Patrick Ray
Chief Compliance Officer, FOUNDER
- CRD
- #7021695
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,573,752 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,573,752 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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