Ridley Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,112,523
Clients
8
50% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
Very LowAverage account size
$1,014,065
About
Ridley Wealth Management is a fee-only registered investment adviser that provides wealth management and financial planning to individuals, high net-worth clients, and charitable organizations. The firm offers ongoing discretionary investment management as well as project-based and comprehensive financial planning engagements.
The adviser bases portfolio construction on modern portfolio theory, combining passive and active strategies and tailoring asset allocation to each client's risk tolerance and goals, with periodic (quarterly) account reviews. Ridley uses an independent custodial platform (primarily Charles Schwab’s institutional services) for trade execution and custody and makes financial planning available to managed clients at the client’s election without an additional ongoing charge.
Founded and registered in 2025 as a solo practice and led by a CFP® professional, the firm manages a small number of client relationships, which may allow for hands‑on, individualized service. It also notes custody-related capabilities to move client funds via standing letters of instruction (SLOAs) and describes specific safeguards for those arrangements, and the principal’s prior work with church and nonprofit fiduciary matters is reflected in the firm’s inclusion of charitable organizations among its client types.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business sale tax planning
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fees range from $3,000 to $10,000, fixed fee
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.25% $10,000,001+: Custom
Minimum fee: $10,000 annual fee if assets under management are under $1,000,000 Fee-only: Fee-only firm; compensation solely from client fees; no commissions received
Main office location
Ridley Wealth Management
Round Rock TX, United States
Number of offices
1
Most active in
Ridley Wealth Management has reported serving >5 clients in these states in the last 12 months.
Texas
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
Quick links
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