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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-19-2021
- Office Locations
- 1
Office Locations
About Rock Ridge Wealth LLC
Rock Ridge Wealth is a New York fiduciary RIA founded in 2021 by advisor Jonathan Bartholomew. The firm provides personalized portfolio management and comprehensive planning for milestones like retirement, college savings, estate and business succession, using diversified allocations across ETFs, mutual funds, stocks, bonds, CDs and Treasuries. It also supports insurance needs (life, disability, long-term care) and employer services such as 401(k) plan design and benchmarking, with custody options including Charles Schwab.
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JONATHAN MICHAEL BARTHOLOMEW
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #4586194
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,700,000 | -- |
| Non-Discretionary | $480,000 | -- |
| Total | $19,180,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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