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Clear Ridge Wealth Management, LLC

Clear Ridge Wealth Management, LLC. CRD 172689

Clear Ridge Wealth Management, LLC logo

CRD: 172689

Clear Ridge Wealth Management, LLC

Kalamazoo, MI, 49007
2693811700
$244.6M Total AUM
$240.3M Disc. AUM
16.6% 3Y CAGR
4 Employees
132 ADV. Clients
11 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Wave
Established Date
11-05-2014
Office Locations
1

Office Locations

259 E. Michigan Avenue Suite 105 Kalamazoo MI

About Clear Ridge Wealth Management, LLC

Clear Ridge Wealth Management is a fee-only SEC-registered RIA providing holistic planning and wealth management for individuals and families, integrating portfolio strategy with tax, estate, risk, retirement, and charitable planning. Their evidence-based, diversified approach emphasizes low costs and appropriate risk rather than market predictions. Clients work directly with a firm owner, supported by industry thought leaders via Focus Partners Advisor Solutions.

Team overview

50 AVG AGE
$81.5M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
8.1 yrs AVG TENURE
4 Employees
3 Advisory Reps
2 RIA Reps
11yrs Firm Age

Insights

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Asset Classes

Vital

Client Personas

Radial timber

Custodian

Wave Horizon vertex Ember Frontier Crest quantum Summit Meridian unison

Fund Managers

Ridge Alpha summit

Investment Themes

Harbor Atlas Vertex Momentum ridge

Investment Vehicles

Horizon frontier

Platform

Pioneer foundation

Services

Alpha prime Quantum Element Unison Value Meridian eagle Beacon Matrix Pathway

Technology

Wave

Owner & Executives

MICHAEL L. BRUNDAGE

MICHAEL L. BRUNDAGE

Chief Compliance Officer

CRD
#6385031
Ownership
50% but less than 75%
(540) 592-7162
prime.summit@meridiancapital.com
in linkedin.com/in/atlas-north
MICHELLE LARABEE ELDRIDGE

MICHELLE LARABEE ELDRIDGE

Partner

CRD
#4389009
Ownership
50% but less than 75%
(706) 632-7877
frontier.atlas@alphacapital.com
in linkedin.com/in/atlas-crest

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Contacts

L

LORI JEAN HANNEMANN

--

CRD
#8168817
(487) 335-1621
delta.meridian@meridiancapital.com
in linkedin.com/in/matrix-timber

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-22-2022
03-10-2023
03-25-2024
02-19-2025
03-27-2026
Category Assets AVG. Account size
Discretionary $240,325,199 $573,568
Non-Discretionary $4,304,967 $717,495
Total $244,630,166 $575,600

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Separately Managed Accounts

Total SMA Asset: $244,630,166

$244.6M Total SMA
Public Funds:
22.8%
Equity - Exchange:
28.0%
Cash:
33.3%
U.S. Government/Agency:
9.7%
Municipal Bonds:
6.2%
Asset class Assets Assets %
Public Funds $759,721,872 22.8%
Equity - Exchange $932,991,772 28.0%
Cash $1,109,593,787 33.3%
U.S. Government/Agency $323,215,007 9.7%
Municipal Bonds $206,591,035 6.2%
Total $3,332,113,473 100.0%

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