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| Happy Holidays!! thanks for using AUM13F!! |
| Lakeridge Wealth Management LLC
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| CRD # | 314071 |
| SEC # | 801-121373 |
| CIK # | 0002012028 |
| AUM | $700.5 M (2025-06-20) |
| Employees | 21 (57% Investors, 52% Brokers) |
| Phone | 440-510-1901 |
| Address | 7470 Center St Mentor, OH 44060 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sherwin Williams Co | 12.7 | ||
| Nvidia Corp | 6.7 | ||
| Microsoft Corp | 6.2 | ||
| Apple Inc | 5.5 | ||
| International Business Machines Corp | 4.1 | ||
| J P Morgan Chase & Co | 3.4 | ||
| Amazon Com Inc | 2.1 | ||
| Procter & Gamble Co | 1.8 | ||
| Exxon Mobil Corp | 1.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 799 | 192.1 |
| (b) Individuals (high net worth individuals) | 229 | 433.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 18 | 48.7 |
| (h) Charitable organizations | 5 | 11.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 17 | 14.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,542 | 700.5 |
| By Discretionary | ||
| Discretionary | 2,542 | 700.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,542 | 700.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 700.5 | |
| Total | 2,542 | 700.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002012028] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Henrickson Nauta Wealth Advisors Inc
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|
MI | 0.7 |
|
Disciplined Investors LLC
✚
|
TX | 0.7 |
|
The Wealth Collaborative Inc
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|
CA | 0.7 |
|
Paratus Financial Inc
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|
TX | 0.7 |
|
Rempart Asset Management Inc
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|
0.7 | |
|
Warburton Capital Management LLC
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|
OK | 0.7 |
|
Bason Asset Management LLC
✚
|
CO | 0.7 |
|
Sunburst Financial Group LLC
✚
|
AL | 0.7 |
|
Astoria Portfolio Advisors LLC
✚
|
NY | 0.7 |
|
Fiduciary Financial Group LLC
✚
|
CA | 0.7 |