Clear Ridge Wealth Management, LLC
Clear Ridge Wealth Management, LLC (CRD# 172689) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $154,133,079 in 340 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Clear Ridge Wealth Management, LLC
By the Numbers
-
Total Assets Under Management154MILLION
-
Total Number of Accounts340ACCOUNTS
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Average Account Value$453,333
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MI
Financial Advisors at Clear Ridge Wealth Management, LLC
1
Michael Brundage (CRD# 6385031) is an Investment Advisor Representative working at Clear Ridge Wealth Management, LLC in Kalamazoo, MI and has over 10 years of experience in the finance industry.
2
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.
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