This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=7.0

Regulatory AUM

$119MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$109M

Private client RAUM

$118MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

7

RAUM per advisor

$17.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

11

Advisory employees

7

Offices

0Schedule D 1.F, beyond the principal office

Accounts

536

Individual clients

172

High net worth clients

27

SEC number

801-133986

CRD

334233

Filings on the tape

3

First filed

Jul 21, 2025

Latest filed

Mar 25, 2026

Organised

Limited Liability Company, CO

Website

ridgegatefinancial.com

• Occurred

  Apr 13, 2026
  Advisor changed firm

  Ryan Phillip Csrnko left Ridgegate Advisors, Llc for Crusonia Wealth Advisors Llc (registered 2026-04-13)

  Form ADVobserved 6 days ago
• Occurred

  Dec 23, 2025
  Team lift-out

  7 advisors left AE Wealth Management, LLC (Englewood, CO) for Ridgegate Advisors, LLC on the same day

  Form ADVobserved 5 days ago
  7 advisors

Graph

RIA / Wealth Management

Canonical id

dfx:ria:acf21924-ccd8-0b54-413c-5583174de05a

First observed

Jul 21, 2025

Last observed

Mar 25, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.