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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Catoctin Ridge Wealth Partner LLC
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| CRD # | 333113 |
| SEC # | 801-131326 |
| CIK # | |
| AUM | $102.3 M (2025-07-14) |
| Employees | 3 (67% Investors, 67% Brokers) |
| Phone | 301-304-6004 |
| Address | 209 E Main St Thurmont, MD 21788 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 697 | 83.4 |
| (b) Individuals (high net worth individuals) | 9 | 18.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 706 | 102.3 |
| By Discretionary | ||
| Discretionary | 667 | 99.5 |
| Non-Discretionary | 39 | 2.8 |
| Total | 706 | 102.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 102.3 | |
| Total | 706 | 102.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Inversiones SURA Corp
✚
|
FL | 0.1 |
|
KUTZ and Company Inc
✚
|
NY | 0.1 |
|
Abridge Partners LLC
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|
0.1 | |
|
Total Wealth Advisors LLC
✚
|
MN | 0.1 |
|
Werlemann Securities LLC
✚
|
CA | 0.1 |
|
Financial Elements Inc
✚
|
IL | 0.1 |
|
FNEX Wealth LLC
✚
|
IN | 0.1 |
|
Genesis Financial Group LLC
✚
|
NJ | 0.1 |
|
Kahn Financial Group Inc
✚
|
FL | 0.1 |
|
Nest Investments LLC
✚
|
PA | 0.1 |