Hedge Fund Database

NORTH RIDGE

NORTH RIDGE WEALTH ADVISORS, INC. Legal Name

Adviser information for NORTH RIDGE last updated from Form ADV on March 21st, 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 Corporation
Fiscal Year End DECEMBER
Legal Location Oregon, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 1

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 543 $164.0M
Non-Discretionary 0 $0
Total 543 $164.0M

Clients

Type Number RAUM
Individuals 72 $25.3M
HNW Individuals 40 $137.2M
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 $1.5M
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 businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUM

Identifiers

SEC RIA File Number 801-121589
SEC ERA File Number 801-121589
SEC CIK Numbers 1974277
SEC CRD Numbers 157516
Legal Entity Identifier None

Principal Office

8285 SW NIMBUS AVENUE
SUITE 155
BEAVERTON
OR
United States
Monday - Friday, BY APPOINTMENT
Tel: 503-206-8784, Fax: None

Websites

www.linkedin.com/company/north-ridge-wealth-advisors-inc- www.nrwadvisors.com www.facebook.com/pages/north%20ridge%20wealth%20advisors/212139522717460/ wealthtender.com/financial-advisors/brian-lawrence-cfa/

Chief Compliance Officer

BRIAN LAWRENCE
PRINCIPAL
8285 SW NIMBUS AVENUE
SUITE 155
BEAVERTON
OR
United States
Tel: 503-206-8784
(Full email address available in API data)

Regulatory Contact

JOHN CARR
ATTORNEY
6650 SW REDWOOD LANE
SUITE 220
PORTLAND
OR
United States
Tel: 503-635-5244
Fax: 503-635-2955
(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
LAWRENCE, BRIAN, JOHN Individual – OWNER/CHIEF COMPLIANCE OFFICER 02/2011 25-50%
CORNWELL, ADAM, DAVID Individual – OWNER/EXECUTIVE OFFICER 01/2017 25-50%

No. Employees, Historic

1050202120222023202420253 on 5/25/20213 on 8/5/20212 on 3/1/20222 on 9/20/20222 on 10/27/20224 on 1/18/20234 on 4/26/20234 on 5/12/20234 on 3/21/2024

RAUM, Historic

200M100M020212022202320242025110168000 on 5/25/2021110168000 on 8/5/2021130177138 on 3/1/2022130177138 on 9/20/2022130177138 on 10/27/2022125801283 on 1/18/2023150429236 on 4/26/2023150429236 on 5/12/2023163962204 on 3/21/2024

No. Clients, Historic

200100020212022202320242025110 on 5/25/2021110 on 8/5/2021109 on 3/1/2022109 on 9/20/2022109 on 10/27/2022126 on 1/18/2023109 on 4/26/2023109 on 5/12/2023114 on 3/21/2024

Holdings

From latest 13F, filed July 30th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMERICAN CENTY ETF TR AVANTIS EMGMKT 495K 8K –
AMERICAN CENTY ETF TR AVANTIS RESPON U 223K 4K –
AMERICAN CENTY ETF TR INTL EQT ETF 1M 21K –
AMERICAN CENTY ETF TR REAL ESTATE ETF 4M 105K –
AMERICAN CENTY ETF TR US EQT ETF 3M 36K –
APPLE INC COM 400K 2K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 350K 860 –
BOEING CO COM 509K 3K –
DIMENSIONAL ETF TRUST EMERGING MARKETS 387K 12K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 4M 160K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 4M 147K –
DIMENSIONAL ETF TRUST INTERNATIONAL 440K 13K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 7M 284K –
DIMENSIONAL ETF TRUST NATL MUN BD ETF 2M 41K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 34M 1M –
DIMENSIONAL ETF TRUST US EQUITY ETF 861K 15K –
DIMENSIONAL ETF TRUST US SUSTAINABILTY 484K 14K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 12M 456K –
ISHARES TR 0-5 YR TIPS ETF 608K 6K –
ISHARES TR CORE S&P TTL STK 732K 6K –
ISHARES TR GLOBAL REIT ETF 2M 88K –
ISHARES TR INTL TREA BD ETF 5M 122K –
ISHARES TR JPMORGAN USD EMG 398K 4K –
JPMORGAN CHASE & CO. COM 351K 2K –
MASTERCARD INCORPORATED CL A 353K 800 –
MICROSOFT CORP COM 5M 11K –
PIMCO ETF TR 25YR+ ZERO U S 673K 9K –
ROCKWELL AUTOMATION INC COM 388K 1K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 2M 33K –
SHELL PLC SPON ADS 213K 3K –
TESLA INC COM 364K 2K –
UNITEDHEALTH GROUP INC COM 1M 2K –
VANGUARD INDEX FDS GROWTH ETF 2M 4K –
VANGUARD INDEX FDS REAL ESTATE ETF 707K 8K –
VANGUARD INDEX FDS TOTAL STK MKT 1M 5K –
VANGUARD INDEX FDS VALUE ETF 2M 10K –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 507K 13K –
VANGUARD MALVERN FDS STRM INFPROIDX 6M 132K –
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 11M 181K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 7M 106K –
VANGUARD WORLD FD EXTENDED DUR 8M 110K –