← Tributary

RIDGE ROAD WEALTH MANAGEMENT, LLC

NEW ORLEANS, LA · CRD 343684 · IAPD ↗ · (504) 531-5380

$0Regulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
September 2026 — RIDGE ROAD WEALTH MANAGEMENT, LLC (NEW ORLEANS, LA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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