Overview
Assets Under Management: $268 million
Headquarters: HENDERSON, NV
High-Net-Worth Clients: 95
Average Client Assets: $181,519
Frequently Asked Questions
WEST RIDGE ADVISORS, 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 #282718), WEST RIDGE ADVISORS, LLC is subject to fiduciary duty under federal law.
WEST RIDGE ADVISORS, LLC is headquartered in HENDERSON, NV.
WEST RIDGE ADVISORS, LLC serves 95 high-net-worth clients according to their SEC filing dated July 24, 2025. View client details ↓
According to their SEC Form ADV, WEST RIDGE ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WEST RIDGE ADVISORS, LLC manages $268 million in client assets according to their SEC filing dated July 24, 2025.
According to their SEC Form ADV, WEST RIDGE ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 95
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 6.43
Average High-Net-Worth Client Assets: $181,519
Total Client Accounts: 1,068
Discretionary Accounts: 925
Non-Discretionary Accounts: 143
Regulatory Filings
CRD Number: 282718
Filing ID: 2005650
Last Filing Date: 2025-07-24 14:13:00
Website: https://westridgeadvisors.com