Lakeridge Wealth Management LLC
● SEC registered since 2021CRD 314071SEC# 801-121373Mentor, OH
Reg. AUM
$805.4M
Employees
22
Accounts
2,706
Location
Mentor, OH
Lakeridge Wealth Management LLC assets under management
Lakeridge Wealth Management LLC is a registered investment adviser overseen by the SEC based in Mentor, OH. The firm has been registered since 2021. It reports $805.4 million in regulatory assets under management and employs 22 people.
Lakeridge Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian William Distler Control | Managing Member / Principal | 50-75% | 2021 |
| Gabrielle Ann Magdziarz | Chief Compliance Officer | Under 5% | 2026 |
| Travis H Flandermeyer Control | Managing Member / Principal | 50-75% | 2021 |
Frequently asked questions
How much does Lakeridge Wealth Management LLC manage?
Lakeridge Wealth Management LLC reports $805.4 million in regulatory assets under management on its Form ADV.
How many employees does Lakeridge Wealth Management LLC have?
Lakeridge Wealth Management LLC reports 22 employees.
Where is Lakeridge Wealth Management LLC located?
Lakeridge Wealth Management LLC is based in Mentor, OH and has been SEC-registered since 2021.
Does Lakeridge Wealth Management LLC disclose fund performance?
Lakeridge 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 | 7470 Center St, Mentor, OH 44060 |
| Phone | (440) 510-1901 |
| Fax | (440) 229-7900 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$805.4M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 37%
Larger than 63% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$805.4Mregulatory AUM
Discretionary $706MNon-discretionary $99.3M