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Clear Ridge Wealth Management, LLC

● SEC registered since 2021CRD 172689SEC# 801-121285Kalamazoo, MI
Export (members)
Reg. AUM
$200.1M
Employees
4
Accounts
378
Location
Kalamazoo, MI

Clear Ridge Wealth Management, LLC assets under management

Clear Ridge Wealth Management, LLC is an investment advisory firm registered with the SEC based in Kalamazoo, MI. The firm has been registered since 2021. It reports $200.1 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/clear-ridge-wealth-managementView on SEC.gov ↗

Clear Ridge Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Michael L. Brundage ControlMember / Chief Compliance Officer50-75%2014
Michelle Larabee Eldridge ControlMember50-75%2014

Frequently asked questions

How much does Clear Ridge Wealth Management, LLC manage?

Clear Ridge Wealth Management, LLC reports $200.1 million in regulatory assets under management on its Form ADV.

How many employees does Clear Ridge Wealth Management, LLC have?

Clear Ridge Wealth Management, LLC reports 4 employees.

Where is Clear Ridge Wealth Management, LLC located?

Clear Ridge Wealth Management, LLC is based in Kalamazoo, MI and has been SEC-registered since 2021.

Does Clear Ridge Wealth Management, LLC disclose fund performance?

Clear Ridge Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address259 E. Michigan Avenue, Suite 105, Kalamazoo, MI 49007
Phone269-381-1700
Fax269-488-3497
Office hours9 a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$196.2M
Non-discretionary$3.9M
Total (RAUM)$200.1M