Catoctin Ridge Wealth Partner, LLC
● SEC registered since 2024CRD 333113SEC# 801-131326Thurmont, MD
Reg. AUM
$199M
Employees
5
Accounts
1,154
Location
Thurmont, MD
Catoctin Ridge Wealth Partner, LLC assets under management
Catoctin Ridge Wealth Partner, LLC is an investment advisory firm registered with the SEC based in Thurmont, MD. The firm has been registered since 2024. It reports $199 million in regulatory assets under management and employs 5 people.
Catoctin Ridge Wealth Partner, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Wilson | Chief Compliance Officer | Under 5% | 2025 |
| Eric A Vinores Control | President | Over 75% | 2024 |
Frequently asked questions
How much does Catoctin Ridge Wealth Partner, LLC manage?
Catoctin Ridge Wealth Partner, LLC reports $199 million in regulatory assets under management on its Form ADV.
How many employees does Catoctin Ridge Wealth Partner, LLC have?
Catoctin Ridge Wealth Partner, LLC reports 5 employees.
Where is Catoctin Ridge Wealth Partner, LLC located?
Catoctin Ridge Wealth Partner, LLC is based in Thurmont, MD and has been SEC-registered since 2024.
Does Catoctin Ridge Wealth Partner, LLC disclose fund performance?
Catoctin Ridge Wealth Partner, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 209 E Main St., Thurmont, MD 21788 |
| Phone | 301-304-6004 |
| Office hours | 9-4:30 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$199M▲ 95%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$199Mregulatory AUM
Discretionary $199M