RIA Intel›Advisers›Texas›RIDLEY WEALTH MANAGEMENT LLC

RIDLEY WEALTH MANAGEMENT LLC

Advisory

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in TX

#2,394

of 2,813 advisers by AUM

Average account

$262K

across 31 accounts

AUM per adviser

$8M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$8M

Discretionary %

100%

Clients

8

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients8

Team

Total Employees1

Investment Advisers1

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.

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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

8 clients

4 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 TX

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

DRIFTWOOD CAPITAL, LLC

DALLAS, TX

$8M

ASSET LIFT WEALTH MANAGEMENT, LLC

$8M

CRESVITA CAPITAL LLC

$8M

QHH CAPITAL MANAGEMENT, LLC

$8M

LEWIS WEIL COMPANY LLC

AUSTIN, TX

$8M

OAKWOOD ADVISORY GROUP, LLC

$8M

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