# Ridley Wealth Management

> Ridley Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 14, 2026.

- CRD: 337811
- Filed as: RIDLEY WEALTH MANAGEMENT
- Legal name: Ridley Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: January 14, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337811
- AdvisorCensus page: https://advisorcensus.com/firm/ridley-wealth-management-337811

## Quick answers

**How is Ridley Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Ridley Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Ridley Wealth Management registered with the SEC or a state?**
Ridley Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337811.

**How much does Ridley Wealth Management manage?**
Ridley Wealth Management reports $8,112,523 in regulatory assets under management in its Form ADV filing dated January 14, 2026 (100% discretionary).

**What types of clients does Ridley Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4); high net worth individuals (4).

**Does Ridley Wealth Management 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/337811

## 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: $8,112,523
- Discretionary: $8,112,523
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,949,921 |
| High net worth individuals | 4 | $6,162,602 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jridley.substack.com
- ridleywm.com
- LinkedIn @ridley-wealth-management
- LinkedIn @jake-ridley-cfp®-084316112
- YouTube @jake_ridley

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ridley Wealth Management (CRD 337811): Form ADV filing data as of October 2026.