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- Custodian
- American Funds · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Wave ridgeOak capital
- Established Date
- 06-02-2021
- Office Locations
- 6
Office Locations
About Lakeridge Wealth Management LLC
Lakeridge Wealth Management is a nationwide RIA providing financial planning and strategy across life stages—from first-time investors and wealth builders to retirement seekers. Services include retirement planning, investment management/portfolio construction, money and estate planning, with a goals- and risk-tolerance driven approach. Offers a complimentary introductory call; custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
BRIAN WILLIAM DISTLER
Managing Member, PRINCIPAL
- CRD
- #4823861
- Ownership
- 50% but less than 75%
TRAVIS H FLANDERMEYER
Investment Advisor Representative, Managing Member, Owner, PRINCIPAL
- CRD
- #5576345
- Ownership
- 50% but less than 75%
Element foundation
Summit foundation
- CRD
- #95934
- Ownership
- 49.0%
Showing 2 of 3 owners & executives
Unlock allContacts
MICHAEL ERNEST BANKS
Financial Advisor
- CRD
- #1446951
Julie Marie Distler
Senior Financial Advisor
- CRD
- #6827377
Harbor vector
Focus quantum vector
- CRD
- #94754
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $706,020,108 | $567,540 |
| Non-Discretionary | $99,341,361 | $67,949 |
| Total | $805,361,469 | $297,621 |
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Separately Managed Accounts
Total SMA Asset: $805,361,469
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $856,933,652 | 24.4% |
| Equity - Exchange | $621,628,100 | 17.7% |
| Cash | $874,493,768 | 24.9% |
| Corporate - Investment Grade | $653,236,309 | 18.6% |
| Equity - OTC | $182,625,205 | 5.2% |
| Municipal Bonds | $154,529,019 | 4.4% |
| U.S. Government/Agency | $168,577,111 | 4.8% |
| Total | $3,512,023,164 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VALUE DELTA | VITAL ZENITH | XAKMLXVGA | UUQDW | 10.32% | $99,318,808 |
| PATHWAY MERIDIAN | EMBER UNISON | U7O4LEJ6H | VLZ | 10.50% | $99,704,428 |
| INSIGHT QUANTUM RIDGE | PRIME VALUE | R8KHM9BNN | ELDXT | 1.75% | $100,339,451 |
| LEGACY GLACIER VALUE | HARBOR ALPHA | KPUPK5HQZ | ENOJ | 12.50% | $115,361,978 |
| FOCUS BEACON | MERIDIAN ELEMENT | FTYESAHY5 | DHFK | 4.48% | $46,635,333 |
| LEGACY SUMMIT | ELEMENT LEGACY | RA0FV3N00 | UUB | 1.55% | $54,544,210 |
| FOCUS RADIAL SIGNAL | MATRIX SIGNAL | XEOCJ9LD8 | UWOYH | 10.24% | $55,602,592 |
| FUSION CATALYST PATHWAY | QUANTUM BRIDGE | F0F9QZLTS | BKNO | 6.42% | $89,815,625 |