$52.5M Total AUM
$52.5M Disc. AUM
-- 3Y CAGR
3 Employees
54 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail and Institutional
- Platforms
- TimberTimber ember +more
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
-- Morton IL
About Eagle Ridge Wealth Advisors
Eagle Ridge Wealth Advisors is a Morton, IL fiduciary RIA led by a CERTIFIED FINANCIAL PLANNER™. The firm pairs financial and tax planning with discretionary portfolio management, emphasizing asset allocation and risk management. Portfolios are largely implemented with mutual funds and ETFs and custody on Altruist, aligning well with model, ETF, and fund platforms.
Team overview
43 AVG AGE
$52.5M AVG AUM / ADVISOR
$971.9K AVG AUM / CLIENT
13.4 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Accredited Investors
Fusion vector
Asset Classes
Radial Pioneer
Custodian
Wave quantum Atlas momentum Frontier element Signal matrix
Investment Themes
Radial North glacier
Investment Vehicles
Quantum
Services
Peak beacon Vector Alpha Alpha atlas Signal Insight Delta momentum
Technology
Horizon insight Momentum vertex Oak legacy Momentum legacy
Owner & Executives
TIMOTHY DAVID DOEHRMANN
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #4535635
- Ownership
- 75% or more
(914) 951-5947
frontier.value@peakcapital.com
in linkedin.com/in/pioneer-harbor
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,483,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,483,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $52,483,000
Public Funds:
19.2% Equity - Exchange:
63.8% Cash:
17.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,205,137,087 | 19.2% |
| Equity - Exchange | $4,004,570,112 | 63.8% |
| Cash | $1,067,048,462 | 17.0% |
| Total | $6,276,755,661 | 100.0% |