RidgePoint Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,185,696
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
14
21% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$870,407
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
Financial planning
Portfolio management
Expertise
Wealth management
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 location
RidgePoint Wealth Advisors LLC
Tolland CT, United States
Number of offices
1
Most active in
RidgePoint Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
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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