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CATOCTIN RIDGE WEALTH PARTNER, LLC

Doing business as CATOCTIN RIDGE WEALTH PARTNER. SEC Form ADV profile.

Total regulatory AUM
$199,037,195
Discretionary
$199,037,195
Non-discretionary
$0

Firm details

CRD number
333113
SEC file number
801-131326
Main office
THURMONT, MD, United States
Employees
5
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.