RIA Intel›Advisers›North Carolina›PINE RIDGE WEALTH LLC

PINE RIDGE WEALTH LLC

Advisory

NC

Data as of Feb 6, 2026 · Source: SEC Form ADV

Average account

$80K

across 5 accounts

AUM per adviser

$399K

1 advisers

Source: SEC Form ADV. Figures as filed Feb 6, 2026.

Total AUM

$399K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$399K

Discretionary AUM$399K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

BRODIE WEALTH MANAGEMENT LLC

$379K

HOLLAND CAPITAL ADVISORS, LLC

$353K

$330K

RALEIGH INVESTMENT CONSULTANT LLC

$293K

EDEN FAMILY WEALTH GROUP, LLC

$528K

KELLY INVESTMENT MANAGEMENT, LLC

$571K

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