35
Ridgepoint Wealth Partners LLC registers with CA (Rolling Hills Estates Hills Estatespalos Verdes, CA)
New state-registered adviser · CRD 343808 · effective 2026-09-24
Effective 2026-09-24. 1 employee (1 advisory), no regulatory AUM reported yet. Limited Liability Company (CA).
No RAUM yet
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance