Ridge Road Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ridge Road Wealth Management, LLC is a newly formed registered investment adviser (established June 2026) that offers ongoing portfolio management, pension and employee benefit plan consulting, and financial planning and consulting. The firm provides both discretionary and non‑discretionary services and also facilitates the selection of third‑party advisers and turnkey asset management program (TAMP) solutions.
The firm describes a long‑term, research‑driven approach focused on asset allocation and tailored investment profiles, documenting risk tolerance and investment policy statements for each client. Ridge Road intends to deploy portfolios using mutual funds, ETFs, separate account managers and, for qualified investors, private placements, hedge funds, venture capital and cryptocurrency exposure, and conducts due diligence on independent managers it recommends.
Notably, the brochure shows the firm currently reports no assets under management and no individual or high‑net‑worth clients, instead emphasizing pension plans, trusts, estates and business entities as client types. Ridge Road also discloses that a supervised person is a licensed insurance agent who may receive compensation for insurance sales and that it will regularly use third‑party managers and TAMP model portfolios—features that are less common for a two‑advisor start‑up.
Client services
Expertise
Occupation focus
Fee options
One-time financial planning and consulting fees between $500 and $5,000; ongoing financial planning and consulting fees between $5,000 and $250,000
Up to 1.00% annually for Portfolio Management and Pension Consulting Services
Main office
612 Andrew Higgins Blvd, Suite 3000A
New Orleans LA 70130
Advisors at this office
3
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.
Advisors at this firm
John B
Series 65
New Orleans, LA
Ridge Road Wealth Management, LLC
John Barton III is a financial advisor at Ridge Road Wealth Management, LLC, holding a Series 65 credential. He has one year of industry experience and previously held roles at FreeGulliver, LLC, Settco Management, LLC, and Settoon Towing LLC. Ridge Road Wealth Management, LLC is a recently established registered investment adviser that provides portfolio management, pension and employee benefit plan consulting, and financial planning. The firm follows a long-term, research-driven approach emphasizing asset allocation and tailored investment profiles for pension plans, trusts, estates, and business entities.
Eric D
CFA®, Series 63, Series 65
New Orleans, LA
Ridge Road Wealth Management, LLC
Eric Deroche Jr. is a CFA charterholder with 18 years of industry experience, currently serving as an advisor at Ridge Road Wealth Management, LLC since 2026. Prior to this, he was a partner at freeGulliver, LLC for ten years. He holds board memberships at Access To Meaningful Employment and the LA/SPCA Foundation. Ridge Road Wealth Management, LLC is a registered investment adviser focusing on pension and employee benefit plan consulting, portfolio management, and financial planning. The firm employs a long-term, research-driven investment approach with tailored client profiles and utilizes a range of investment vehicles including mutual funds, ETFs, and private placements.
Amanda K
Series 65
New Orleans, LA
Ridge Road Wealth Management, LLC
Amanda Kiefer is a financial advisor at Ridge Road Wealth Management, LLC in New Orleans, LA, holding a Series 65 credential with three years of industry experience. Prior to joining Ridge Road Wealth Management in 2026, she was involved with FreeGulliver, LLC for five years and worked at Kiefer & Kiefer Law Firm for two years. Ridge Road Wealth Management, LLC is a newly formed registered investment adviser offering portfolio management, pension and employee benefit plan consulting, and financial planning services. The firm focuses on a long-term, research-driven investment approach tailored to client risk profiles, serving pension plans, trusts, estates, and business entities.
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