Key facts
- Status: Privately Held (no backing).
- ·Watchlist + deal alerts for North Ridge Wealth Planning
- ·The full record, as it builds
Funding rounds
No funding rounds for North Ridge Wealth Planning are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About North Ridge Wealth Planning
Operator of an independent financial planning firm in Melville, NY, offering resources on retirement, investment, estate planning, insurance, taxes, and lifestyle for clients and financial advisors.
- Sector
- Financial Services
- HQ
- Melville, NY, United States
- Employees
- 51
- Website
- northridgewealth.com/
- Ownership
- Privately Held (no backing)
North Ridge Wealth Planning doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in North Ridge Wealth Planning shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on North Ridge Wealth Planning in its N-PORT filings yet. We sweep new filings monthly.