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| Keyboard |
| Clear Ridge Wealth Management LLC
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|---|---|
| CRD # | 172689 |
| SEC # | 801-121285 |
| CIK # | |
| AUM | 244.6 M (2026-03-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 269-381-1700 |
| Address | 259 E Michigan Avenue Kalamazoo, MI 49007 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 22.1 |
| (b) Individuals (high net worth individuals) | 72 | 222.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 425 | 244.6 |
| By Discretionary | ||
| Discretionary | 419 | 240.3 |
| Non-Discretionary | 6 | 4.3 |
| Total | 425 | 244.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 244.6 | |
| Total | 425 | 244.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cannon Wealth Management Services LLC
✚
|
NC | 245.2 M |
|
W Advisors LLC
✚
|
TN | 244.9 M |
|
Integras Partners LLC
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|
GA | 244.8 M |
|
Merrion Investment Management Co LLC
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NJ | 244.8 M |
|
MJR Financial LLC
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|
TX | 244.7 M |
|
Boyce & Associates Wealth Consulting Inc
✚
|
TX | 244.6 M |
|
Lederer & Associates Investment Counsel
✚
|
CA | 244.3 M |
|
Bazis Private Wealth LLC
✚
|
NE | 244.1 M |
|
Richardson Wealth USA Limited
✚
|
243.9 M | |
|
CFO Capital Management LLC
✚
|
CT | 243.9 M |