Investment adviser · CRD 313914
ROCK RIDGE WEALTH LLC
Investment adviser filing (IA)
SACKETS HARBOR, NY, United States · Form ADV filed Oct 20, 2021
- Regulatory AUM
- $0 Form ADV · Item 5.F
- Client accounts
- 0 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 20, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Fixed
Principal office
12791 STATE ROUTE 3SACKETS HARBOR, NY, 13685, United States
CRD 313914
Filing source
Form ADV 1572461 · Oct 20, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.