PPrivate Fund Data Log in Join · $37/mo

Lakeridge Wealth Management LLC

● SEC registered since 2021CRD 314071SEC# 801-121373Mentor, OH
Export (members)
Reg. AUM
$700.5M
Employees
21
Accounts
2,542
Location
Mentor, OH

Lakeridge Wealth Management LLC assets under management

Lakeridge Wealth Management LLC is a registered investment adviser overseen by the SEC based in Mentor, OH. The firm has been registered since 2021. It reports $700.5 million in regulatory assets under management and employs 21 people.
www.facebook.com/doctorsfrView on SEC.gov ↗

Lakeridge Wealth Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Brian William Distler ControlManaging Member / Principal And Chief Compliance Officer50-75%2021
Travis H Flandermeyer ControlManaging Member / Principal50-75%2021

Frequently asked questions

How much does Lakeridge Wealth Management LLC manage?

Lakeridge Wealth Management LLC reports $700.5 million in regulatory assets under management on its Form ADV.

How many employees does Lakeridge Wealth Management LLC have?

Lakeridge Wealth Management LLC reports 21 employees.

Where is Lakeridge Wealth Management LLC located?

Lakeridge Wealth Management LLC is based in Mentor, OH and has been SEC-registered since 2021.

Does Lakeridge Wealth Management LLC disclose fund performance?

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

Contact & registration

Address7470 Center St, Mentor, OH 44060
Phone(440) 510-1901
Fax(440) 229-7900
Office hours8:30a.m. To 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$700.5M
Non-discretionary$0
Total (RAUM)$700.5M