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Jupiter, FL Office

Team
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Blackridge Asset Management, LLC logo

Blackridge Asset Management, LLC

Multi-team

Firm-wide stats for Blackridge Asset Management, LLC

Total advisors

66

Across 48 offices

Clients per advisor

37 Low

Avg AUM per client

$89,087 Very Low

HNW client ratio

1% Very Low

About

Blackridge Asset Management provides financial planning, investment management and related consulting to individuals, high‑net‑worth clients, trusts, estates, corporations, retirement plans and charitable organizations through a network of investment adviser representatives. Services include tailored financial planning, model‑based portfolio management, referrals to third‑party money managers, and estate‑planning support delivered via an online platform.

Most client accounts are managed on an affiliated turnkey asset management platform (truEdge) using model portfolios selected with the client, and the firm also sponsors six wrap‑fee programs on the First Clearing platform or places assets with unaffiliated Providers or PAN managers under discretionary or non‑discretionary arrangements. BAM uses a mix of fundamental, technical and charting analysis, aggregates trades when advantageous, and delegates trading and allocation for platform and Provider accounts to those managers.

The firm is notable for its interwoven relationships with affiliated entities: it is affiliated with an introducing broker‑dealer (Peak Brokerage), requires clients to custody accounts at Peak Brokerage/First Clearing or Charles Schwab for platform accounts, and its affiliated platform and related persons receive platform payments and operate a private fund that some principals have an interest in. Many IARs are also registered representatives and licensed insurance agents, and the firm receives revenue‑share and referral payments from third‑party vendors (for example, for estate‑planning and plan‑allocation services); BAM discloses these arrangements and states it manages them through policies and supervisory procedures.

Based on Blackridge Asset Management, LLC

Expertise

Wealth management

Based on Blackridge Asset Management, LLC

Location

1070 E. Indiantown Road, Suite 208 210

Jupiter FL 33477

Advisors at this office

9

Advisors at this office

user avatar

Mark R

PFS™, Series 66

Jupiter, FL

Blackridge Asset Management, LLC

Mark Rupolo is a financial advisor at Blackridge Asset Management, LLC with 22 years of industry experience. He holds the PFS™ and Series 66 designations. Rupolo has worked at several firms, including Peak Brokerage Services, Lurie LLP, and 1st Global Insurance Services. He is also the owner and president of a CPA firm and serves as president of two condominium association boards in Fort Myers, Florida. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a model-based portfolio management approach through a turnkey asset management platform and offers a range of wrap-fee programs with discretionary and non-discretionary management.

Wealth management
user avatar

Tonya C

Series 63, Series 65

Jupiter, FL

Blackridge Asset Management, LLC

Tonya Cooper is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. She has worked at Blackridge since 2019 and previously held positions at PEAK Brokerage Services, Retirement Wealth Advisors, and Lincoln Financial Advisors. Outside of her financial advisory roles, Cooper coaches middle school girls volleyball at First Christian Academy in High Springs, FL. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm utilizes a mix of fundamental, technical, and charting analysis, offers model-based portfolio management through an online platform, and maintains affiliations with broker-dealers and multiple wrap-fee programs.

Wealth management
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Charles W

Series 63, Series 66, Series 65

Jupiter, FL

Blackridge Asset Management, LLC

Charles Wilner is an investment adviser representative at Blackridge Asset Management, LLC with 27 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at firms including Ameriprise and LPL Financial. Wilner is also president of BetOnU, Inc., a company focused on providing educational services. Blackridge Asset Management offers financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a mix of fundamental, technical, and charting analysis and provides portfolio management through model-based and third-party platforms.

Wealth management
user avatar

Joseph G

CFP®, Series 63, Series 65

Jupiter, FL

Blackridge Asset Management, LLC

Joseph Grutta is a Certified Financial Planner (CFP®) with 37 years of industry experience. He is currently with Blackridge Asset Management, LLC and has prior experience at Centaurus Financial, Inc. and Peak Brokerage Services, LLC. In addition to his advisory role, he is involved in business consulting, tax preparation and planning as an Enrolled Agent, and the sales of fixed insurance and legal plans. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm offers tailored financial planning and model-based portfolio management through a network of investment adviser representatives and uses a combination of fundamental, technical, and charting analysis across its platforms.

Wealth management
user avatar

Terra H

Series 63, Series 66

Jupiter, FL

Blackridge Asset Management, LLC

Terra Howard is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 66 licenses and having 25 years of industry experience. She has worked at Wells Fargo Advisors and Merrill Lynch, Pierce, Fenner & Smith Inc., and currently serves as a Supervision Principal at Peak Brokerage Services, an affiliate of her current firm. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm utilizes a mix of fundamental, technical, and charting analysis applied via model portfolios and affiliated turnkey asset management platforms.

Wealth management
user avatar

Ruth L

Series 63, Series 65

Jupiter, FL

Blackridge Asset Management, LLC

Ruth Ladas is a financial advisor with Blackridge Asset Management, LLC, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked with Blackridge Asset Management since 2020 and previously held roles at Peak Brokerage Services, Hamilton Group Funding, and Mutual of Omaha. Outside of financial advising, she is involved in real estate brokerage, insurance services, mortgage brokering, and home and beauty product sales. Blackridge Asset Management serves individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations with financial planning, investment management, and consulting services. The firm employs a model-based portfolio management approach through a network of investment adviser representatives and utilizes affiliated platforms and third-party managers.

Wealth management
user avatar

Jeffrey B

Series 66

Jupiter, FL

Blackridge Asset Management, LLC

Jeffrey Boron is a Series 66 credentialed financial advisor at Blackridge Asset Management, LLC with 23 years of industry experience. He has been with Blackridge since 2015. Outside of his advisory role, he serves as President of Send Your Kids To College, a nonprofit focused on college planning consulting and forms preparation. Blackridge Asset Management provides financial planning, investment management, and related consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm uses model-based portfolio management and offers various wrap-fee programs while employing fundamental, technical, and charting analysis in its investment approach.

Wealth management
user avatar

Charles M

CFP®, Series 66

Jupiter, FL

Blackridge Asset Management, LLC

Charles Massie is a CFP® and Series 66 licensed advisor with 22 years of industry experience. He is currently with Blackridge Asset Management, LLC, where he has worked since 2019. Prior to this, he spent 15 years at Park Avenue Securities and over two decades in roles including Guardian Life Insurance Company. Outside of advisory, he is president of Charles Abels Massie, CPA, PA, an accounting firm specializing in tax preparation, and also leads Massie & Associates Financial Planning Group. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm uses model portfolios, third-party managers, and an online platform to deliver tailored financial planning and estate-planning support.

Wealth management
user avatar

Sean C

Series 65, Series 63

Jupiter, FL

Blackridge Asset Management, LLC

Sean Coffey is a financial advisor with Blackridge Asset Management, LLC, holding Series 65 and Series 63 licenses and having five years of industry experience. He has worked at Thurston Springer Financial and Peak Brokerage Services, where he also serves as Operations Manager. Coffey’s background includes roles at Florida Atlantic University and Florida State University. Blackridge Asset Management provides financial planning, investment management, and consulting services to individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations through a network of investment adviser representatives. The firm uses model-based portfolio management delivered via an online platform and offers access to multiple wrap-fee programs and third-party money managers.

Wealth management
View complete list of advisors at this office
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