CRD: 285137
SKY Ridge Wealth Management LLC
$33.3M Total AUM
$28.7M Disc. AUM
-- 3Y CAGR
2 Employees
17 ADV. Clients
9 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-05-2017
- Office Locations
- 2
Office Locations
-- Castle Pines CO
-- Mt. Crested Butte CO
About SKY Ridge Wealth Management LLC
SKY Ridge Wealth Management LLC is a Castle Pines-based RIA with 2 offices. The firm has been operating for 9 years. Managing $33.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$16.7M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
7.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
R
RYAN ANTHONY GREEN
Chief Compliance Officer, Chief Investment Strategist, Founder, Managing Member
- CRD
- #3173201
- Ownership
- 75% or more
Available
Available
Available
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JOHN ROBERT FERGUSON
Financial Professional
- CRD
- #2962388
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,725,721 | -- |
| Non-Discretionary | $4,577,695 | -- |
| Total | $33,303,416 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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