North Ridge Wealth Advisors, Inc.
CRD 157516SEC# 801-121589Beaverton, OR
No longer SEC-registered. North Ridge Wealth Advisors, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$216M
Employees
3
Accounts
559
Location
Beaverton, OR
North Ridge Wealth Advisors, Inc. assets under management
North Ridge Wealth Advisors, Inc. is an SEC-registered investment adviser based in Beaverton, OR. It reports $216 million in regulatory assets under management and employs 3 people.
North Ridge Wealth Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam David Cornwell Control | Owner/Executive Officer | 25-50% | 2017 |
| Brian John Lawrence Control | Owner/Chief Compliance Officer | 25-50% | 2011 |
Frequently asked questions
How much does North Ridge Wealth Advisors, Inc. manage?
North Ridge Wealth Advisors, Inc. reports $216 million in regulatory assets under management on its Form ADV.
How many employees does North Ridge Wealth Advisors, Inc. have?
North Ridge Wealth Advisors, Inc. reports 3 employees.
Where is North Ridge Wealth Advisors, Inc. located?
North Ridge Wealth Advisors, Inc. is based in Beaverton, OR.
Does North Ridge Wealth Advisors, Inc. disclose fund performance?
North Ridge Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8285 SW Nimbus Avenue, Suite 155, Beaverton, OR 97008 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$216M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$216Mregulatory AUM
Discretionary $216M