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| Lakeridge Wealth Management LLC
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|---|---|
| CRD # | 314071 |
| SEC # | 801-121373 |
| CIK # | 0002012028 |
| AUM | 805.4 M (2026-06-17) |
| Employees | 22 (55% Investors, 50% Brokers) |
| Phone | 440-510-1901 |
| Address | 7470 Center St Mentor, OH 44060 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002012028 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sherwin Williams Co | 12.6 | ||
| Nvidia Corp | 8.6 | ||
| Apple Inc | 7.9 | ||
| Microsoft Corp | 4.7 | ||
| International Business Machines Corp | 4.1 | ||
| J P Morgan Chase & Co | 3.9 | ||
| Amazon Com Inc | 2.6 | ||
| Lilly Eli & Co | 2.1 | ||
| Caterpillar Inc | 1.9 | ||
| Procter & Gamble Co | 1.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 840 | 226.4 |
| (b) Individuals (high net worth individuals) | 236 | 497.4 |
| (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 | 42 | 55.2 |
| (h) Charitable organizations | 5 | 12.4 |
| (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 | 16 | 14.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,706 | 805.4 |
| By Discretionary | ||
| Discretionary | 1,244 | 706.0 |
| Non-Discretionary | 1,462 | 99.3 |
| Total | 2,706 | 805.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 805.4 | |
| Total | 2,706 | 805.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002012028] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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Tempo Wealth LLC
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