Ridinger Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$61,707,071
Total clients
105
15% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
105
Average account size
$587,686
About
Ridinger Wealth Management provides investment advisory services to individual clients, including high‑net‑worth individuals, and also offers 401(k) plan consulting and participant education for employer plans. Services include discretionary and non‑discretionary portfolio management, financial consulting, and advice across equities, mutual funds, ETFs, REITs, real estate and other instruments.
The firm tailors portfolios to each client's stated objectives and may implement strategies using model portfolios and outside third‑party money managers; it conducts ongoing monitoring and at least quarterly reviews and operates under discretionary authority when authorized. Its investment process draws on a mix of methods (including fundamental, technical and modern portfolio theory) and relies on an institutional custodian platform for trade execution and cash management.
Distinctive aspects of the firm include an affiliation with an insurance agency through common ownership and the fact that its advisory personnel are licensed to sell insurance and may receive commissions for those sales — a potential conflict the firm discloses and manages through cost reviews and client disclosure. The firm also routinely directs clients to use a specific institutional custodian and may allocate portions of client accounts to third‑party managers, operational choices that affect execution, reporting and the overall fee and compensation picture.
Client services
Portfolio management
Selection of other advisers
Advisory consulting/401k consulting/education services
Advisory consulting/401k consulting/education services
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$1,000 - $20,000 (negotiable, depending on scope and complexity)
$0 - $1,000,000: 1% > $1,000,000+: Negotiable
$300 per hour (negotiable)
Account minimum: No minimum stated; firm generally does not require a minimum dollar amount to open and maintain an advisory account but reserves right to terminate accounts deemed too small to manage effectively.
Main office location
Ridinger Wealth Management, LLC
201 Ne Park Plaza Dr, Suite 200
Vancouver WA 98684, United States
Number of offices
1
Most active in
Ridinger Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Idaho · Louisiana · Oregon · Texas · Washington
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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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