Ricketts Financial LLC

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Assets, Funds, Holdings

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Ricketts Financial LLC
CRD #309381
SEC #801-118963
CIK #
AUM $278.0 MM (2024-03-15)
Employees 4 (50% Investors, 25% Brokers)
Phone502-396-4055
Address4360 Brownsboro Road
Louisville, KY 40207
Source [IAPD] [Website]
Total AUM ($MM)
3502802101407002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 67 260.3
(b) Individuals (high net worth individuals) 47 17.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 281 278.0
By Discretionary
Discretionary 281 278.0
Non-Discretionary 0 0.0
Total 281 278.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 278.0
Total 281 278.0
Comparable Firms State AUM ($BB)
Brady Family Wealth LLC
MO 0.3
Dovetail Wealth Management LLC
TX 0.3
Carolina Wealth Advisors LLC
SC 0.3
Monterey Wealth Partners LLC
GA 0.3
Chapwood Capital Investment Management LLC
TX 0.3
WFG Capital Advisors LLC
AL 0.3
My Personal CFO LLC
WA 0.3
Intelligent Wealth Solutions LLC
TX 0.3
Columbus Macro LLC
PA 0.3
Elmwood Wealth Management Inc
CA 0.3
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