RIA Intel›Advisers›Texas›RIDGEWOOD WEALTH MANAGEMENT LLC

RIDGEWOOD WEALTH MANAGEMENT LLC

Advisory

SOUTHLAKE, TX

Data as of Mar 2, 2026 · Source: SEC Form ADV

Rank in TX

#2,053

of 2,813 advisers by AUM

Average account

$236K

across 107 accounts

AUM per adviser

$13M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 2, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$25M

Discretionary AUM$25M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

17 clients

17 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in TX

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

WRANGLER CAPITAL MANAGEMENT, L.P.

$25M

CM ENERGY PARTNERS, INC.

$25M

FAIR OAKS FINANCIAL LLC

$25M

AMERICAN MARKET ADVISORS, INC.

SHAVANO PARK, TX

$25M

AMHERST CAPITAL, INC.

$25M

JOHNS & WILKINSON LLC

$25M

Get the full picture on RIDGEWOOD WEALTH MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track RIDGEWOOD WEALTH MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans