| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Wilson | Chief Compliance Officer | Under 5% | 2025 |
| Eric A Vinores Control | President | Over 75% | 2024 |
Catoctin Ridge Wealth Partner, LLC reports $102.3 million in regulatory assets under management on its Form ADV.
Catoctin Ridge Wealth Partner, LLC reports 3 employees.
Catoctin Ridge Wealth Partner, LLC is based in Thurmont, MD and has been SEC-registered since 2024.
Catoctin Ridge Wealth Partner, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $99.5M |
| Non-discretionary | $2.8M |
| Total (RAUM) | $102.3M |