A complete list of active advisors currently associated with Ridge Road Wealth Management, LLC
Warmer can help you find a great advisor at Ridge Road Wealth Management, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Ridge Road Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
New Orleans, LA
| 0
| |
New Orleans, LA
| 18
| |
New Orleans, LA
| 3
|
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