This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-28-2022
- Office Locations
- 1
Office Locations
About Ridinger Wealth Management, LLC
Ridinger Wealth Management, LLC provides holistic financial planning that integrates investment and insurance solutions, designing risk-tolerance-based strategies and proactively managing portfolios as goals and markets change. The firm partners with Simplicity Wealth and uses AssetLock monitoring plus a proprietary VaR-based risk score to align portfolios with client risk tolerance and deliver personalized updates. Portfolios are primarily ETF and public-fund based, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSEPH DALE RIDINGER
Chief Compliance Officer
- CRD
- #5117490
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $61,707,071 | -- |
| Non-Discretionary | $0 | -- |
| Total | $61,707,071 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing