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Ridinger Wealth Management, LLC CRD 321166
$61.7M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
201 Ne Park Plaza Dr Suite 200, Vancouver, WA 98684 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-09-12 |
| ID | RA | APPROVED | 2022-09-07 |
| OR | RA | APPROVED | 2022-08-30 |
| WA | RA | APPROVED | 2022-08-29 |
| TX | RA | APPROVED_RES | 2022-04-28 |
Branch Locations
201 Ne Park Plaza Dr Suite 200, Vancouver, WA 98684 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fulcrum Wealth Management Llc | Kennewick | WA | 01/2014 | 01/2018 |
| Concierge Private Wealth Management, Llc | Vancouver | WA | 03/2018 | 07/2022 |
| Ridinger Wealth Management, Llc | Vancouver | WA | 03/2022 | Present |
(1) Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. (2) Independent insurance agent, since 3/2006, not investment related, about 10 hours per month; about 2 hours per month during securities trading hours. (3) Joseph D Ridinger is a Co-Owner of Crescent Legacy Holdings, LLC, a company that distributes construction and building related products. He spends approximately 2 hours per month on this business.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-02 |
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