Overview
Assets Under Management: $268 million
Headquarters: HENDERSON, NV
High-Net-Worth Clients: 95
Average Client Assets: $181,519
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