Investment adviser representative · Ridgewood Wealth Management LLC
Brad A. Bartz
CRD 5711276 · Southlake, TX
At a glance
Brad A. Bartz is an investment adviser representative with Ridgewood Wealth Management LLC in Southlake, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brad’s SEC record dates to 2010, about 16 years ago.
Current advisory firm
- Ridgewood Wealth Management LLCSince June 2019Southlake, TX · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (16 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brad’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.