Overview
Assets Under Management: $200 million
Headquarters: KALAMAZOO, MI
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Frequently Asked Questions
CLEAR RIDGE WEALTH MANAGEMENT, LLC 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 #172689), CLEAR RIDGE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
CLEAR RIDGE WEALTH MANAGEMENT, LLC is headquartered in KALAMAZOO, MI.
CLEAR RIDGE WEALTH MANAGEMENT, LLC serves 65 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, CLEAR RIDGE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CLEAR RIDGE WEALTH MANAGEMENT, LLC manages $200 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, CLEAR RIDGE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.05
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 378
Discretionary Accounts: 372
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 172689
Last Filing Date: 2025-02-19 00:00:00
Website: https://clearridgewm.com