CRD: 302033
Ridgewood Wealth Management LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-04-2019
- Office Locations
- 1
Office Locations
About Ridgewood Wealth Management LLC
Ridgewood Wealth Management LLC is a Southlake, TX registered investment adviser serving retail clients with financial planning and portfolio management, including estate, tax and insurance planning and business-succession guidance. The firm emphasizes active asset allocation and risk management, with portfolios using ETFs and fixed income. Custody relationships include Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRAD A BARTZ
Advisor, Chief Compliance Officer, President
- CRD
- #5711276
- Ownership
- 75% or more
Justin Matthew Hunter
Advisor, PARTNER
- CRD
- #7222137
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,219,987 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,219,987 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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