West Ridge Advisors

West Ridge Advisors (CRD# 282718) is a financial advisory firm headquartered in Henderson, NV. They manage $100,273,181 in 395 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    395
    ACCOUNTS
  • Average Account Value
    $253,856
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
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.

AZ, CA, NV, UT

Financial Advisors at West Ridge Advisors
Showing 1 - 6 of 6 top financial advisors.
1
Alan G. Erickson
CRD#: 6712357
7396 Union Park Ave #101, Midvale, UT 84047

Alan Erickson (CRD# 6712357) is an Investment Advisor Representative working at West Ridge Advisors in Midvale, UT and has over 3 years of experience in the finance industry.

2
Fraser E. Inouye
CRD#: 6712356
1528 W. Warm Springs Rd #120, Henderson, NV 89014

Fraser Inouye (CRD# 6712356) is an Investment Advisor Representative working at West Ridge Advisors in Henderson, NV and has over 3 years of experience in the finance industry.

3
Michael D. Nestman
CRD#: 5861780
1528 W. Warm Springs Rd #120, Henderson, NV 89014

Michael Nestman (CRD# 5861780) is an Investment Advisor Representative working at West Ridge Advisors in Henderson, NV and has over 9 years of experience in the finance industry. Michael Nestman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Brian J. Stoker
CRD#: 5515350
7396 Union Park Ave. Suite 101, Midvale, UT 84047

Brian Stoker (CRD# 5515350) is an Investment Advisor Representative working at West Ridge Advisors in Midvale, UT and has over 11 years of experience in the finance industry.

5
Thomas M. Udall
CRD#: 6712358
1425 S Higley Rd # 106, Gilbert, AZ 85296

Thomas Udall (CRD# 6712358) is an Investment Advisor Representative working at West Ridge Advisors in Gilbert, AZ and has over 3 years of experience in the finance industry.

6
Todd S. Udall
CRD#: 3265982
1528 W. Warm Springs Rd #120, Henderson, NV 89014

Todd Udall (CRD# 3265982) is an Investment Advisor Representative working at West Ridge Advisors in Henderson, NV and has over 20 years of experience in the finance industry.

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