Clear Ridge Wealth Management, LLC

Clear Ridge Wealth Management, LLC (CRD# 172689) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $50,968,499 in 192 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    192
    ACCOUNTS
  • Average Account Value
    $265,461
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Clear Ridge Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael L. Brundage
CRD#: 6385031
259 E. Michigan Avenue, Suite 105, Kalamazoo, MI 49007
90
Wealthminder
score

Michael Brundage (CRD# 6385031) is an Investment Advisor Representative working at Clear Ridge Wealth Management, LLC in Kalamazoo, MI and has over 4 years of experience in the finance industry.

2
Michelle L. Eldridge
CRD#: 4389009
259 E. Michigan Avenue, Suite 105, Kalamazoo, MI 49007
90
Wealthminder
score

Michelle Eldridge (CRD# 4389009) is an Investment Advisor Representative working at Clear Ridge Wealth Management, LLC in Kalamazoo, MI and has 1 year of experience in the finance industry.

3
James R. Carl
CRD#: 6857021
259 E. Michigan Avenue, Suite 105, Kalamazoo, MI 49007
89
Wealthminder
score

James Carl (CRD# 6857021) is an Investment Advisor Representative working at Clear Ridge Wealth Management, LLC in Kalamazoo, MI and has over 2 years of experience in the finance industry.

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