CLEAR RIDGE WEALTH MANAGEMENT, LLC
Adviser information for CLEAR RIDGE WEALTH MANAGEMENT, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Michigan, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 351 | $178.8M |
| Non-Discretionary | 6 | $3.6M |
| Total | 357 | $182.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 49 | $13.2M |
| HNW Individuals | 63 | $169.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-121285 |
|---|---|
| SEC ERA File Number | 801-121285 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 172689 |
| Legal Entity Identifier | None |
Principal Office
259 E. MICHIGAN AVENUESUITE 105
KALAMAZOO
MI
United States
Monday - Friday, 9 AM TO 5PM
Tel: 269-381-1700, Fax: 269-488-3497
Chief Compliance Officer
MICHAEL BRUNDAGE
MEMBER
259 E. MICHIGAN AVENUE
SUITE 105
KALAMAZOO
MI
United States
Tel:
269-381-1700
Fax:
269-488-3497
B*******@***************M
(Full email address available in API data)
Regulatory Contact
LORI J. HANNEMANN
CLIENT SERVICE MANAGER
259 E. MICHIGAN AVENUE
SUITE 105
KALAMAZOO
MI
United States
Tel:
269-381-1700
Fax:
269-488-3497
H********@***************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BRUNDAGE, MICHAEL, L. | Individual | – | MEMBER / CHIEF COMPLIANCE OFFICER | 08/2014 | 50-75% |
| ELDRIDGE, MICHELLE, LARABEE | Individual | – | MEMBER | 10/2014 | 50-75% |