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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-25-2016
- Office Locations
- 5
Office Locations
About West Ridge Advisors
West Ridge Advisors is an RIA providing investment management and holistic financial planning, including retirement planning, asset allocation, day-to-day money management guidance, and business succession planning. The firm works with individuals and families such as retirees, entrepreneurs, and business owners, building portfolios around client goals, time horizon, and risk tolerance. Custody commonly through Schwab and Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL DEAN NESTMAN
Chief Compliance Officer, Managing Director
- CRD
- #5861780
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ALAN GLEN ERICKSON
Partner
- CRD
- #6712357
Fraser Edwards Inouye
Wealth Advisor
- CRD
- #6712356
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $238,274,266 | $209,013 |
| Non-Discretionary | $157,744,950 | $595,264 |
| Total | $396,019,216 | $281,864 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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