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VISION RIDGE PARTNERS, LLC

BOULDER, CO · CRD 174836 · IAPD ↗ · 720-616-6506

$6.11BRegulatory AUM
35Advisory reps
35Employees
0Clients
n/aPlanning clients
9Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

61
April 2025 — VISION RIDGE PARTNERS, LLC grew from 29 to 35 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
April 2024 — VISION RIDGE PARTNERS, LLC grew from 19 to 29 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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