Clear Ridge Wealth Management, LLC
● SEC registered since 2021CRD 172689SEC# 801-121285Kalamazoo, MI
Reg. AUM
$244.6M
Employees
4
Accounts
425
Location
Kalamazoo, MI
Clear Ridge Wealth Management, LLC assets under management
Clear Ridge Wealth Management, LLC is an investment advisory firm registered with the SEC based in Kalamazoo, MI. The firm has been registered since 2021. It reports $244.6 million in regulatory assets under management and employs 4 people.
Clear Ridge Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael L. Brundage Control | Member / Chief Compliance Officer | 50-75% | 2014 |
| Michelle Larabee Eldridge Control | Member | 50-75% | 2014 |
Frequently asked questions
How much does Clear Ridge Wealth Management, LLC manage?
Clear Ridge Wealth Management, LLC reports $244.6 million in regulatory assets under management on its Form ADV.
How many employees does Clear Ridge Wealth Management, LLC have?
Clear Ridge Wealth Management, LLC reports 4 employees.
Where is Clear Ridge Wealth Management, LLC located?
Clear Ridge Wealth Management, LLC is based in Kalamazoo, MI and has been SEC-registered since 2021.
Does Clear Ridge Wealth Management, LLC disclose fund performance?
Clear Ridge Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 259 E. Michigan Avenue, Suite 105, Kalamazoo, MI 49007 |
| Phone | 269-381-1700 |
| Fax | 269-488-3497 |
| Office hours | 9 a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$244.6M▲ 22%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$244.6Mregulatory AUM
Discretionary $240.3MNon-discretionary $4.3M