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RIDGEWOOD INVESTMENTS

SPRINGFIELD, NJ · CRD 121220 · IAPD ↗ · ridgewoodinvestments.com · 973-544-6970

$419.2MRegulatory AUM
5Advisory reps
7Employees
0Clients
0Planning clients
7Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — RIDGEWOOD INVESTMENTS notice-filed in MD.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
October 2024 — RIDGEWOOD INVESTMENTS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
28
May 2024 — RIDGEWOOD INVESTMENTS changed its website from dividendgrowthpartners.com to ridgewoodinvestments.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
April 2024 — RIDGEWOOD INVESTMENTS notice-filed in FL, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — RIDGEWOOD INVESTMENTS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.