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CATOCTIN RIDGE WEALTH PARTNER
CATOCTIN RIDGE WEALTH PARTNER, LLC
CRD 333113 · SEC 801-131326
209 E MAIN ST., THURMONT, MD, 21788, United States
Phone
301-304-6004
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$199.0M
Discretionary AUM
$199.0M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 921 | $174.5M |
| High net worth individuals | 12 | $24.5M |
States served
DC, MD, PA, VA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD