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Allridge Wealth Management, P.C.

● SEC registered since 2026CRD 117249SEC# 801-135547Ashburn, VA
Export (members)
Reg. AUM
$103.3M
Employees
2
Accounts
129
Location
Ashburn, VA

Allridge Wealth Management, P.C. assets under management

Allridge Wealth Management, P.C. is an investment advisory firm registered with the SEC based in Ashburn, VA. The firm has been registered since 2026. It reports $103.3 million in regulatory assets under management and employs 2 people.
www.allridgewealth.comView on SEC.gov ↗

Allridge Wealth Management, P.C. owners & executives

2 reported
NameTitleOwnershipSince
Richard Albert Allridge ControlSecretary-Treasurer And CcoOver 75%2000
Richard Warren Allridge ControlPresidentUnder 5%2021

Frequently asked questions

How much does Allridge Wealth Management, P.C. manage?

Allridge Wealth Management, P.C. reports $103.3 million in regulatory assets under management on its Form ADV.

How many employees does Allridge Wealth Management, P.C. have?

Allridge Wealth Management, P.C. reports 2 employees.

Where is Allridge Wealth Management, P.C. located?

Allridge Wealth Management, P.C. is based in Ashburn, VA and has been SEC-registered since 2026.

Does Allridge Wealth Management, P.C. disclose fund performance?

Allridge Wealth Management, P.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address20130 Lakeview Center Plaza, 400, Ashburn, VA 20147
Phone703-840-5500
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$103.3M
Total (RAUM)$103.3M