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| Lakeridge Wealth Management LLC
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|
|---|---|
| CRD # | 314071 |
| SEC # | 801-121373 |
| CIK # | |
| AUM | $456.2 MM (2023-03-08) |
| Employees | 18 (56% Investors, 56% Brokers) |
| Phone | 440-510-1901 |
| Address | 8383 Mentor Avenue Mentor, OH 44060 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 713 | 178.9 |
| (b) Individuals (high net worth individuals) | 145 | 255.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 6.8 |
| (h) Charitable organizations | 0 | 2.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 12.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,893 | 456.2 |
| By Discretionary | ||
| Discretionary | 1,893 | 456.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,893 | 456.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 456.2 | |
| Total | 1,893 | 456.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Red Lighthouse Investment Management LLC
✚
|
NY | 0.5 |
|
Brent Forrest & Associates LLC
✚
|
TX | 0.5 |
|
Disciplined Investors LLC
✚
|
TX | 0.5 |
|
Firstpurpose Wealth LLC
✚
|
UT | 0.5 |
|
Studio Investment Management LLC
✚
|
IL | 0.5 |
|
Summit Investment Advisory Services LLC
✚
|
MN | 0.5 |
|
Lighthouse Wealth Strategies LLC
✚
|
WA | 0.5 |
|
Woodward Financial Advisors Inc
✚
|
NC | 0.5 |
|
M&R Capital Management Inc
✚
|
NJ | 0.5 |
|
Sa Mason LLC
✚
|
MI | 0.5 |