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).

By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, MI

Financial Advisors at Clear Ridge Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael L. Brundage
CRD#: 6385031
259 E. Michigan Avenue, Suite 105, Kalamazoo, MI 49007

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 L. Eldridge
CRD#: 4389009
259 E. Michigan Avenue, Suite 105, Kalamazoo, MI 49007

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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