Sam Namiri
Ridgewood Investments · Beverly Hills, California
Sam Namiri is a fee-only financial advisor at Ridgewood Investments in Beverly Hills, California. Sam focuses on retirement planning, estate & legacy planning and family wealth transfer. Ridgewood Investments reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Ridgewood Investments |
|---|---|
| Based in | Beverly Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $419.2M across 576 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6892304 |
| Exams passed | Series 65 (2018) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.ridgewoodinvestments.com |
| Profile |
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Questions about Sam
Is Sam Namiri a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sam holds no broker registration, and Ridgewood Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sam charge for financial advice?
Sam's firm, Ridgewood Investments, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Sam Namiri based?
Sam Namiri is based in Beverly Hills, California.
What does Sam specialize in?
Sam's specialties include retirement planning, estate & legacy planning and family wealth transfer. Sam works with high earners and multi-generational families.
Is Sam Namiri registered with the SEC?
Yes. Sam Namiri is registered as an investment adviser representative in CA (CRD 6892304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ridgewood Investments manage?
Ridgewood Investments reports $419.2M across 576 accounts in assets under management.
How do I contact Sam Namiri?
Through Sam's website, www.ridgewoodinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ridgewood Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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