Sky Ridge Wealth Management LLC

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Client assets under management

$33,303,416

Clients

100% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,959,024

About

Sky Ridge Wealth Management provides financial planning and portfolio management to individual and high‑net‑worth clients, as well as small businesses, through both discretionary and nondiscretionary engagements. The firm conducts an initial interview to document goals and may deliver broad or narrowly focused written plans and implementation services.

The firm’s investment process blends technical and cyclical analysis with a mix of active management, Core+Satellite, Modern Portfolio Theory and value investing, and portfolios are reviewed at least quarterly. Notably, Sky Ridge implements options and other derivative strategies within separately managed accounts—using Level 0 and Level 1 option approaches such as covered calls, protective puts, long calls/puts and combinations—as part of its tactical toolkit.

Compared with many supported peers, Sky Ridge is a small, boutique practice managing about $33.3 million for roughly 17 clients, which can allow for individualized plan delivery and account handling. The firm also emphasizes written investment guidelines, a formal code of ethics, and CFP®‑level professional standards in its oversight and client reporting.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Passive / index investing Real estate investing Options & derivatives strategies Cash flow / budgeting

Fee options

Percentage

$0 - $249,999: 1.25% annually $250,000 - $499,999: 1.00% annually $500,000 - $999,999: 0.90% annually $1,000,000 - $1,999,999: 0.80% annually $2,000,000 - $4,999,999: 0.70% annually $5,000,000+: 0.55% annually

Project-based

$100 per hour billed in 10-minute increments for financial planning services.

Other

Fee-only: Hourly fee of $100 per hour billed in 10-minute increments for financial planning services; fee may be waived.

Main office location

Sky Ridge Wealth Management LLC

Castle Pines CO, United States

Number of offices

Most active in

Colorado

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 303-810-8291

Advisors at this firm

John F

Series 63

Castle Pines, CO

Sky Ridge Wealth Management LLC

John Ferguson is a financial advisor with Sky Ridge Wealth Management LLC, holding a Series 63 designation and 27 years of industry experience. His prior work includes roles at Charles Schwab & Co., Inc. and The Western Wealth Group, Inc. He is based in Mt. Crested Butte, Colorado. Sky Ridge Wealth Management serves individual and high-net-worth clients as well as small businesses, offering financial planning and portfolio management with a blend of technical and cyclical analysis, active asset management, and value investing. The firm incorporates option and derivative strategies in managed accounts and maintains a small client base to allow for frequent portfolio reviews and close oversight.

Active portfolio management Passive / index investing Real estate investing Options & derivatives strategies Cash flow / budgeting

Ryan G

CFP®, Series 63, Series 65

Castle Pines, CO

Sky Ridge Wealth Management LLC

Ryan Green is a CFP® with 23 years of industry experience. He has been with Sky Ridge Wealth Management LLC since 2016 and previously worked at Charles Schwab Bank and Charles Schwab & Co., Inc. from 2011 to 2016. Sky Ridge Wealth Management serves individual and high-net-worth clients as well as small businesses, providing financial planning and portfolio management with an investment approach that combines technical and cyclical analysis, active asset management, and value investing. The firm incorporates option and derivative strategies in separately managed accounts to express market views or manage risk.

Active portfolio management Passive / index investing Real estate investing Options & derivatives strategies Cash flow / budgeting

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