RidgePoint Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,077,318
Clients
14
Advisors
1
of 1 employees
About
RidgePoint Wealth Advisors LLC is an independent registered investment adviser that serves individual and high‑net‑worth clients with discretionary portfolio management and financial planning services. The firm reports roughly $12.2 million in discretionary assets across a small number of client relationships and provides Investment Policy Statements, regular portfolio monitoring, and one‑time financial plans.
The firm’s investment approach is grounded in modern portfolio theory and long‑term trading, with portfolios generally constructed from mutual funds, ETFs, equities, and fixed‑income securities. RidgePoint typically seeks discretionary trading authority, documents client risk tolerance in written Investment Policy Statements, and discloses that it acts as a fiduciary when advising retirement accounts and IRAs.
Noteworthy for a solo independent adviser, RidgePoint describes providing advice related to retirement plan accounts and, in certain cases, managing retirement accounts using client‑provided login credentials, and it states it will undergo an annual independent audit for those arrangements. The firm requires custody at Schwab Institutional—accessing Schwab’s institutional services tied to custody thresholds—and operates with a small client base and negotiable, individualized fee arrangements.
Client services
Expertise
Fee options
Fixed fee of $2,500 for creating client financial plans.
$0 - $300,000: 1.25% $300,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - AND UP: 0.25%
Minimum fee: Negotiated fixed rate for portfolio management of money market or cash equivalents portfolios is between $1,000 and $2,000.
Main office
Tolland CT
Advisors at this office
1
Most active in
Connecticut
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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