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North Ridge Wealth Advisors, Inc.

CRD 157516SEC# 801-121589Beaverton, OR
Export (members)
No longer SEC-registered. North Ridge Wealth Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$180.4M
Employees
3
Accounts
562
Location
Beaverton, OR

North Ridge Wealth Advisors, Inc. assets under management

North Ridge Wealth Advisors, Inc. is an SEC-registered investment adviser based in Beaverton, OR. It reports $180.4 million in regulatory assets under management and employs 3 people.

North Ridge Wealth Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Adam David Cornwell ControlOwner/Executive Officer25-50%2017
Brian John Lawrence ControlOwner/Chief Compliance Officer25-50%2011

Frequently asked questions

How much does North Ridge Wealth Advisors, Inc. manage?

North Ridge Wealth Advisors, Inc. reports $180.4 million in regulatory assets under management on its Form ADV.

How many employees does North Ridge Wealth Advisors, Inc. have?

North Ridge Wealth Advisors, Inc. reports 3 employees.

Where is North Ridge Wealth Advisors, Inc. located?

North Ridge Wealth Advisors, Inc. is based in Beaverton, OR.

Does North Ridge Wealth Advisors, Inc. disclose fund performance?

North Ridge Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8285 SW Nimbus Avenue, Suite 155, Beaverton, OR 97008
Office hoursBy Appointment
Discloses disciplinary historyNo

Assets under management

Discretionary$180.4M
Non-discretionary$0
Total (RAUM)$180.4M