Steven Kent Romjue
Investment adviser representative at Ridgecrest Wealth Partners, LLC
32 yearsExperience
1 stateRegistered in
$705.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Ridgecrest Wealth Partners, LLCJan 2021 to now
- UnemployedDec 2020 to Dec 2020
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2020
- Morgan Stanley Smith BarneyJun 2009 to Nov 2020
- Citigroup Global Markets Inc.Jul 1994 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ridgecrest Wealth Partners, LLC
$705.1MAssets managed
744Clients
2Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1822291
- Firm CRD
- 311984