Ridge Road Wealth Management, LLC: applying for SEC registration, New Orleans, LA
Ridge Road Wealth Management, LLC (New Orleans, Louisiana): applying for SEC registration, New Orleans, LA. Dated 70 days ago, it serves as a historical benchmark. Score 40/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Free preview: all 9 published fields of this record are shown below. Locked: 6 related LA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Ridge Road Wealth Management, LLC |
| Legal name | Ridge Road Wealth Management, LLC |
| CRD | 343684 |
| Status | In 120-day approval window |
| Registered with the SEC | 2026-08-27 |
| Latest Form ADV filing | 2026-09-08 |
| Location | New Orleans, LA, United States |
| Employees | 3 |
| Website | https://www.linkedin.com/company/ridge-road-wealth-management |
| Peer records CSV (7 LA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Ridge Road Wealth Management, LLC and 7 Louisiana peers
- Louisiana NewRiaPulse records like this one: 7
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Louisiana peer: $1,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
40 / 100 Score
- Still in the approval window: vendors not yet chosen.
- Website on file.
What is the NewRiaPulse record for Ridge Road Wealth Management, LLC in New Orleans, Louisiana?
Ridge Road Wealth Management, LLC applied for SEC registration as an investment adviser (2026-08-27), based in New Orleans, LA.
How does Ridge Road Wealth Management, LLC compare to other Louisiana NewRiaPulse records?
It is 70 days old; check the official source for later updates before acting.
Ridge Road Wealth Management, LLC vs. top 3 peers
| Organization | Location | Record date |
|---|---|---|
| Ridge Road Wealth Management, LLC | New Orleans, LA | 2026-08-27 |
| Wells Capital Advisors LLC | Las Vegas, NV | 2026-10-01 |
| Nextreg Advisors LLC | Miami, FL | 2026-10-01 |
| Everoak Wealth Co | Colorado Springs, CO | 2026-10-01 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.