Vision Ridge Partners, LLC
Boulder, CO·SEC-registered · CRD #174836
Vision Ridge Partners, LLC is an SEC-registered investment advisory firm in Boulder, CO managing $6.1B across 24 client accounts, with 35 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.1B
Client accounts
24
Advisory staff
35
Fee model
Fee-only
How Vision Ridge Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Vision Ridge Partners, LLC
How much does Vision Ridge Partners, LLC manage?
Per its most recent SEC Form ADV filing (05/28/2026), Vision Ridge Partners, LLC reports $6.1B in regulatory assets under management across roughly 24 client accounts.
How does Vision Ridge Partners, LLC charge?
Vision Ridge Partners, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Vision Ridge Partners, LLC a fiduciary?
Yes. Vision Ridge Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #174836), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Vision Ridge Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Vision Ridge Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Vision Ridge Partners, LLC's public SEC Form ADV filing (CRD #174836, filed 05/28/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Vision Ridge Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Vision Ridge Partners, LLC? Claim this profile.