Ridgewood Wealth Management LLC

Ridgewood Wealth Management LLC (CRD# 302033) is a financial advisory firm headquartered in Southlake, TX. They manage $21,510,000 in 108 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
180 State Street, Suite 225, Southlake, TX 76092
https://twitter.com/@ridgewoodwealth
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $199,167
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Ridgewood Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Brad Bartz, financial advisor Southlake TX
Brad A. Bartz
CRD#: 5711276
180 State Street, Suite 225, Southlake, TX 76092

Brad Bartz (CRD# 5711276) is an Investment Advisor Representative working at Ridgewood Wealth Management LLC in Southlake, TX and has over 14 years of experience in the finance industry.

2
Justin Hunter, financial advisor Southlake TX
Justin M. Hunter
CRD#: 7222137
180 State Street, Suite 225, Southlake, TX 76092

Justin Hunter (CRD# 7222137) is an Investment Advisor Representative working at Ridgewood Wealth Management LLC in Southlake, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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