# Ridgepoint Wealth Advisors LLC

> Ridgepoint Wealth Advisors 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 9, 2026.

- CRD: 325054
- Filed as: RIDGEPOINT WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Connecticut
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/325054
- AdvisorCensus page: https://advisorcensus.com/firm/ridgepoint-wealth-advisors-llc-325054

## Quick answers

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

**Is Ridgepoint Wealth Advisors LLC registered with the SEC or a state?**
Ridgepoint Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 325054.

**How much does Ridgepoint Wealth Advisors LLC manage?**
Ridgepoint Wealth Advisors LLC reports $12,185,696 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Ridgepoint Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11); high net worth individuals (3); corporations or other businesses not listed above (1).

**Does Ridgepoint Wealth Advisors 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/325054

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $12,185,696
- Discretionary: $12,185,696
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 11 | $7,506,207 |
| High net worth individuals | 3 | $4,571,111 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $108,378 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

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

### Websites listed on Form ADV (Item 1.I)
- ridgepointwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ridgepoint Wealth Advisors LLC (CRD 325054): Form ADV filing data as of October 2026.