$8.1M Total AUM
$8.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-12-2025
- Office Locations
- 1
Office Locations
-- Round Rock TX
About Ridley Wealth Management
Ridley Wealth Management is a fee-only fiduciary RIA in Round Rock, Texas serving faith-driven families with comprehensive wealth management—financial planning, long-term diversified investment management, and generosity planning. The firm emphasizes research-grounded, purpose-aligned portfolios and helping clients give strategically; relationships can be supported on Charles Schwab.
Team overview
35 AVG AGE
$8.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Technology
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Owner & Executives
J
JACOB SAMUEL RIDLEY
Chief Compliance Officer, FOUNDER
- CRD
- #6760906
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,112,523 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,112,523 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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