Ridgeback Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$1,573,752
Total clients
9
33% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
9
Average account size
$174,861
About
Ridgeback Wealth Management provides wealth management and financial planning services to individual and high-net-worth clients, offering ongoing and project-based planning as well as business, retirement, estate, and tax-planning support. The firm builds customized investment policies and works with clients to set goals, review prior investment history, and coordinate with outside professionals when appropriate.
Portfolios are constructed around asset-allocation principles and use mutual funds, ETFs, U.S. government and municipal securities, and cash equivalents rather than individual stock recommendations, with an emphasis on long-term holdings and a mix of passive and active analysis techniques. The adviser implements plans on a discretionary basis, conducts regular reviews, and can incorporate socially responsible (ESG) approaches when clients request values-based customization.
Notably, the firm does not use percentage-of-assets pricing, instead operating as a fee-only adviser without commission-based compensation, and may provide financial planning alongside investment management at the client’s election. The firm requires clients to establish custody at a specific institutional custodian and manages a small client base with modest assets under management, which can affect the level of personalization and direct access clients receive.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Ongoing Financial Planning fees range from $250 to $333.34 per month or $750 to $1,000 per quarter, paid monthly or quarterly in arrears; fees negotiable.
Project-Based Financial Planning charged at $250 per hour; fees negotiable; portion collected in advance.
Account minimum: $300,000 (may be reduced or waived on a case-by-case basis) Minimum fee: Wealth Management fees range from $1,450 to $5,800 per quarter, paid quarterly in advance; fees are negotiable and based on client complexity and needs. Fee-only: Fee-only firm compensated solely by client fees; no commissions or sales-related compensation.
Main office location
Ridgeback Wealth Management
470 Commerce Dr, Suite 670
Peachtree City GA 30269, United States
Number of offices
1
Most active in
Ridgeback Wealth Management has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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