Overview
Assets Under Management: $103 million
Headquarters: ASHBURN, VA
High-Net-Worth Clients: 31
Average Client Assets: $3.3 million
Frequently Asked Questions
ALLRIDGE WEALTH MANAGEMENT, INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117249), ALLRIDGE WEALTH MANAGEMENT, INC is subject to fiduciary duty under federal law.
ALLRIDGE WEALTH MANAGEMENT, INC is headquartered in ASHBURN, VA.
ALLRIDGE WEALTH MANAGEMENT, INC serves 31 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, ALLRIDGE WEALTH MANAGEMENT, INC offers portfolio management for individuals. View all service details ↓
ALLRIDGE WEALTH MANAGEMENT, INC manages $103 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, ALLRIDGE WEALTH MANAGEMENT, INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 31
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.99%
Average Client Assets: $3.3 million
Total Client Accounts: 129
Non-Discretionary Accounts: 129
Regulatory Filings
CRD Number: 117249
Filing ID: 2084820
Last Filing Date: 2026-03-27 10:40:16