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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Clear Ridge Wealth Management LLC
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|---|---|
| CRD # | 172689 |
| SEC # | 801-121285 |
| CIK # | |
| AUM | $200.1 M (2025-02-19) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 269-381-1700 |
| Address | 259 E Michigan Avenue Kalamazoo, MI 49007 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 15.9 |
| (b) Individuals (high net worth individuals) | 65 | 184.2 |
| (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 | 378 | 200.1 |
| By Discretionary | ||
| Discretionary | 372 | 196.2 |
| Non-Discretionary | 6 | 3.9 |
| Total | 378 | 200.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.1 | |
| Total | 378 | 200.1 |
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0.2 | |
|
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|
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TX | 0.2 |
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