Catoctin Ridge Wealth Partner
Catoctin Ridge Wealth Partner is an SEC-registered mass-market adviser in Thurmont, MD with $199.0M assets under management (AUM, regulatory AUM), +95% over one year. See who owns Catoctin Ridge Wealth Partner: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333113, SEC 801-131326, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $199.0M (2026-03-30)
- Firm type
- Mass-Market Adviser
- Location
- Thurmont, MD
- Employees
- 5
- Clients
- 933
- CRD
- 333113
- Ownership
- KIDWELL, JUSTINE, MARIE; Vinores, Eric, A; Wilson, Charles
How much AUM does Catoctin Ridge Wealth Partner have?
Catoctin Ridge Wealth Partner reported $199.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Catoctin Ridge Wealth Partner?
Disclosed owners and executives of Catoctin Ridge Wealth Partner include KIDWELL, JUSTINE, MARIE, Vinores, Eric, A, Wilson, Charles. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.