# Ridge Road Wealth Management, LLC

> Ridge Road Wealth Management, LLC is an SEC-registered investment advisory firm in New Orleans, LA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 343684
- Filed as: RIDGE ROAD WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: New Orleans, LA
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/343684
- AdvisorCensus page: https://advisorcensus.com/firm/ridge-road-wealth-management-llc-new-orleans-la-343684

## Quick answers

**How is Ridge Road Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ridge Road Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Ridge Road Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated August 27, 2026 states: Flat fee: $500 to $5,000 (one-time financial planning and consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Ridge Road Wealth Management, LLC located?**
Ridge Road Wealth Management, LLC's principal office is in New Orleans, LA, according to its Form ADV.

**Is Ridge Road Wealth Management, LLC registered with the SEC or a state?**
Ridge Road Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 343684.

**How much does Ridge Road Wealth Management, LLC manage?**
Ridge Road Wealth Management, LLC reports $0 in regulatory assets under management in its Form ADV filing dated September 8, 2026.

**Does Ridge Road Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/343684

**Does Ridge Road Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated August 27, 2026 says: "There is no account minimum for any of Ridge Road’s services."

**What changed in Ridge Road Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 27, 2026)

- Account minimum: None

> There is no account minimum for any of Ridge Road’s services.

- Flat fee: $500 to $5,000 (one-time financial planning and consulting)

> The negotiated fixed rate for one-time financial planning and consulting fees is between $500 and $5,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

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

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @ridge-road-wealth-management

## Changes in the filing (last 12 months)

### September 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ridge Road Wealth Management, LLC (CRD 343684): Form ADV filing data as of October 2026.