Ridgeoak Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RidgeOak Wealth is a registered investment adviser that serves primarily individual and high‑net‑worth clients, managing approximately $33.3 million for about 25 clients with a two‑advisor team. The firm offers comprehensive financial planning and discretionary portfolio management, including retirement and estate planning, tax strategy, risk management, access to alternative investments, and the use of third‑party managers.
The firm’s investment approach combines Modern Portfolio Theory and passive, low‑cost ETFs with quantitative, fundamental, technical, and economic analysis to inform model selection and trading. RidgeOak Wealth runs rules‑based core portfolios and blended allocations (rebalanced quarterly), including a Core Equity strategy that tracks the top 100 U.S. large‑cap stocks with a 4.5% per‑holding cap, an ETF‑based Core Bond sleeve, and a Core Yield strategy that blends preferreds, income ETFs and REITs.
Notable from the brochure is the firm’s small scale and low client‑to‑advisor ratio (roughly 25 clients across two advisors), which the firm identifies as part of its service model and quarterly client review process. The brochure also discloses use of third‑party managers, consideration of private placements and alternative investments, and a recent corporate name update (NHABLA LLC d/b/a RidgeOak Wealth), features that are less common among firms that rely exclusively on standard model portfolios.
Client services
Expertise
Fee options
$500,000 - $2,500,000: 1.00% $2,500,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $500,000
Main office
See office2300 Wilson Blvd., Suite 700 #1076
Arlington VA 22201
Advisors at this office
1
Offices (3)
Most active in
Texas · Virginia
Also doing business as
Nabla · Nabla Financial Inc. · Nhabla · Nhabla LLC · Ridgeoak Wealth
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
Quick links
Advisors at this firm
Roberto O
CFP®, Series 63, Series 66
Spring, TX
Ridgeoak Wealth
Roberto Ortega is a CFP® with 11 years of industry experience and is currently affiliated with Ridgeoak Wealth. His prior roles include positions at Charles Schwab and Fidelity Personal and Workplace Advisors. Ortega is also connected to NHABLA LLC, the corporate entity operating Ridgeoak Wealth. Ridgeoak Wealth is a registered investment adviser serving individual and high-net-worth clients, managing approximately $33.3 million across about 25 clients with a two-advisor team. The firm provides comprehensive financial planning and discretionary portfolio management, employing a blend of Modern Portfolio Theory, passive ETFs, and multiple analytical methods to inform its rules-based core portfolios and blended allocations.
Jonathan A
Series 63, Series 66
Tomball, TX
Ridgeoak Wealth
Jonathan Arnold is a financial advisor at RidgeOak Wealth with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Charles Schwab, Fidelity, and First Command. RidgeOak Wealth is a registered investment adviser serving primarily individual and high-net-worth clients with a two-advisor team managing approximately $33.3 million. The firm offers comprehensive financial planning and discretionary portfolio management using a combination of Modern Portfolio Theory, passive ETFs, and quantitative and fundamental analysis.
Johnny M
Series 63, Series 65
Arlington, VA
Ridgeoak Wealth
Johnny Medina is a financial advisor with RidgeOak Wealth in Arlington, VA, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Merrill, Bank of America, Fidelity Brokerage Services, KPMG, and Atlus Group. He is currently affiliated with NHABLA LLC, a firm doing business as RidgeOak Wealth. RidgeOak Wealth is a registered investment adviser serving individual and high-net-worth clients, managing approximately $33.3 million for about 25 clients with a two-advisor team. The firm offers comprehensive financial planning and discretionary portfolio management using a combination of Modern Portfolio Theory, passive ETFs, and quantitative, fundamental, technical, and economic analysis to guide model selection and trading.
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