← Back to searchVisit website
RIDGEWOOD WEALTH MANAGEMENT LLC
CRD 302033
180 STATE STREET, SUITE 225, SOUTHLAKE, TX, 76092, United States
Phone
817-301-5190
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$25.2M
Discretionary AUM
$25.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 17 | $25.2M |
All web addresses on file
Official SEC filing: View on IAPD