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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-09-2001
- Office Locations
- 2
Office Locations
About Allridge Wealth Management, INC
Allridge Wealth Management is an independent, fee-only RIA providing in-person and virtual planning and portfolio management for individuals and families—young accumulators through retirees, including widows and divorcees. The team builds tax-aware, open-architecture portfolios using funds and ETFs, and supports retirement income, education, cash-flow, insurance/risk, estate, and charitable strategies, coordinating with CPAs/attorneys; custody includes Schwab.
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Owner & Executives
RICHARD ALBERT ALLRIDGE
Chief Compliance Officer, Secretary Treasurer
- CRD
- #1717797
- Ownership
- 75% or more
RICHARD WARREN ALLRIDGE
President
- CRD
- #6121407
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $103,273,487 | $800,570 |
| Total | $103,273,487 | $800,570 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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