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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-23-2023
- Office Locations
- 1
Office Locations
About Ridgepoint Wealth Advisors LLC
RidgePoint Wealth Advisors is a fee-only fiduciary RIA serving individuals and families with personalized financial planning and portfolio management. The firm takes an academic, asset-allocation-first approach, building low-cost diversified portfolios with passive mutual funds and ETFs and regular rebalancing. Planning includes retirement and tax strategies such as tax-efficient asset location and tax-loss harvesting; clients access accounts via a Blueleaf portal.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
William Robert Pfeiffer
Chief Compliance Officer, Managing Member
- CRD
- #6129107
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,185,696 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,185,696 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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