A.B. Ridgeway Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides investment management and financial planning to individual and high-net-worth clients. Services include continuous portfolio management, project-based and ongoing comprehensive planning, and support in estate planning such as assistance coordinating trust and will services.
Its investment approach is grounded in Modern Portfolio Theory and blends passive and active strategies, with the ability to engage outside managers when appropriate. The firm also offers values-based options, including ESG and Biblically Responsible Investing, and delivers written financial plans for planning engagements while managed-account clients receive custodian trade confirmations and periodic custody statements rather than separate firm-generated investment reports.
The adviser routinely delivers educational seminars and live and on-demand webinars on topics ranging from retirement planning to faith and finance, and accepts speaking engagements including occasional pro-bono presentations. The principal holds recent specialized credentials (Enrolled Agent, CPWA, and CDFA) and the firm may subsidize certain trust and will costs, reflecting a focus on tax, divorce-related financial planning, and tailored values-based strategies within a small, boutique practice managing roughly $4 million in client assets.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $1,000,000: 1.40% annually $1,000,001 - $2,000,000: 1.30% annually $2,000,001+: 1.20% annually
Ongoing Comprehensive Financial Planning monthly fee $97.98-$833.33 per month
Account minimum: $250,000 Fee-only: Project-Based Financial Planning Fixed Fee: $500 to $1,500 depending on complexity; Ongoing Comprehensive Financial Planning: upfront charge $1,000-$2,500 plus monthly fees $97.98-$833.33 (may be negotiable)
Main office
Lafayette LA
Advisors at this office
1
Most active in
Louisiana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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