RIA Intel›Advisers›Connecticut›RIDGEPOINT WEALTH ADVISORS LLC

RIDGEPOINT WEALTH ADVISORS LLC

Advisory

CT

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in CT

#1,179

of 1,312 advisers by AUM

Average account

$214K

across 57 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCT

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

15 clients

3 high-net-worth

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

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Advisers of similar size in CT

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

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FORUM MORTGAGE ADVISORS LLC

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ROWLAND, DUNCAN S.

$12M

PERENNIAL INVESTMENT PARTNERS (U.S.) INC.

$12M

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