Ridgewood Investments
Ridgewood Investments is an SEC-registered wealth manager in Springfield, NJ with $419.2M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Ridgewood Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121220, SEC 801-66378, data through 2026-04-03.
- AUM (assets under management / regulatory AUM)
- $419.2M (2026-04-03)
- Firm type
- Wealth Manager
- Location
- Springfield, NJ
- Employees
- 7
- Clients
- 295
- CRD
- 121220
- Ownership
- MAJMUDAR, KAUSHAL, BHUPENDRA; NAVA-MAJMUDAR, AHALYA; MCGUIRE, TERRANCE, PATRICK; Namiri, Sam; LEMMON, VALERIE, RUBIO
How much AUM does Ridgewood Investments have?
Ridgewood Investments reported $419.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-03).
Who owns Ridgewood Investments?
Disclosed owners and executives of Ridgewood Investments include MAJMUDAR, KAUSHAL, BHUPENDRA, NAVA-MAJMUDAR, AHALYA, MCGUIRE, TERRANCE, PATRICK, Namiri, Sam, LEMMON, VALERIE, RUBIO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.