CATOCTIN RIDGE WEALTH PARTNER, LLC
Legal name: CATOCTIN RIDGE WEALTH PARTNER
CRD #333113 SEC #801-131326 THURMONT, MD 301-304-6004
SEC Registered
Total AUM
$102.3M
Discretionary
$99.5M
Employees
3
Clients
0
Accounts
706
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $102.3M | $99.5M | $2.8M | 3 | 0 |
| Jun 2025 | $102.3M | $99.5M | $2.8M | 3 | 0 |
| Apr 2025 | $102.3M | $99.5M | $2.8M | 3 | 0 |
| Feb 2025 | $102.3M | $99.5M | $2.8M | 3 | 0 |
DateJul 2025
Total AUM$102.3M
Discretionary$99.5M
Non-Disc.$2.8M
Employees3
Clients0
DateJun 2025
Total AUM$102.3M
Discretionary$99.5M
Non-Disc.$2.8M
Employees3
Clients0
DateApr 2025
Total AUM$102.3M
Discretionary$99.5M
Non-Disc.$2.8M
Employees3
Clients0
DateFeb 2025
Total AUM$102.3M
Discretionary$99.5M
Non-Disc.$2.8M
Employees3
Clients0