# Pine Ridge Wealth LLC

> Pine Ridge Wealth LLC is a state-registered investment advisory firm, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 327881
- Filed as: PINE RIDGE WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in North Carolina
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/327881
- AdvisorCensus page: https://advisorcensus.com/firm/pine-ridge-wealth-llc-327881

## Quick answers

**How is Pine Ridge Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Pine Ridge Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Is Pine Ridge Wealth LLC registered with the SEC or a state?**
Pine Ridge Wealth LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 327881.

**How much does Pine Ridge Wealth LLC manage?**
Pine Ridge Wealth LLC reports $399,270 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (100% discretionary).

**What types of clients does Pine Ridge Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (3).

**Does Pine Ridge Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/327881

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $399,270
- Discretionary: $399,270
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 3 | $192,460 |
| High net worth individuals | Fewer than 5 | $176,024 |
| Corporations or other businesses not listed above | Fewer than 5 | $30,786 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pineridgewealth.com
- projectmindfulmoney.com
- LinkedIn @pine-ridge-wealth-llc
- TikTok @projectmindfulmoney
- YouTube @projectmindfulmoney

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pine Ridge Wealth LLC (CRD 327881): Form ADV filing data as of October 2026.