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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Wave
- Established Date
- 11-05-2014
- Office Locations
- 1
Office Locations
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.
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Owner & Executives
MICHAEL L. BRUNDAGE
Chief Compliance Officer
- CRD
- #6385031
- Ownership
- 50% but less than 75%
MICHELLE LARABEE ELDRIDGE
Partner
- CRD
- #4389009
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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LORI JEAN HANNEMANN
--
- CRD
- #8168817
Showing 1 of 3 contacts
Unlock allAssets Under Management
| 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
| 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% |