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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 14, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| KIDWELL, JUSTINE, MARIE | I | CHIEF COMPLIANCE OFFICER | NA | |
| Wilson, Charles | I | CHIEF COMPLIANCE OFFICER | NA | |
| Vinores, Eric, A | I | PRESIDENT | E | Control |
| Vinores, Eric, A | I | PRESIDENT | E | Control |
| Vinores, Eric, A | I | PRESIDENT | E | Control |
| Vinores, Eric, A | I | PRESIDENT | E | Control |
| Vinores, Eric, A | I | PRESIDENT | E | Control |
| Vinores, Eric, A | I | PRESIDENT | E | Control |
| Vinores, Eric, A | I | PRESIDENT | E | Control |
| Vinores, Eric, A | I | PRESIDENT | E | Control |
| Vinores, Eric, A | I | PRESIDENT | E | Control |
| Vinores, Eric, A | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Jul 14, 2025 REGISTERED
Notice Filings (6)
DC FL MD PA TX VA
Address
209 E MAIN ST.THURMONT, MD 21788
United States
Phone: 301-304-6004