Rock Ridge Wealth LLC

Rock Ridge Wealth LLC (CRD# 313914) is a financial advisory firm headquartered in , . They manage $17,027,178 in 176 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://twitter.com/jonathan13601
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $96,745
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

LA, NY

Financial Advisors at Rock Ridge Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jonathan Bartholomew, financial advisor Sackets Harbor NY
Jonathan M. Bartholomew
CRD#: 4586194
Sackets Harbor, NY

Jonathan Bartholomew (CRD# 4586194) is an Investment Advisor Representative working at Rock Ridge Wealth LLC in Sackets Harbor, NY and has over 21 years 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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