SEC Form ADV

CLEAR RIDGE WEALTH MANAGEMENT, LLC

Firm profile: Clear Ridge Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMI

$244.6M

Assets Under Management

425

Total Clients

Employees

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Registration Details

Accession: CRD-172689
Location: KALAMAZOO, MI
Filing Date: March 27, 2026
AUM: $244.6M
Total Clients: 425
Institutional Clients: 1
Employees: 4
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

CLEAR RIDGE WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in KALAMAZOO, MI, managing approximately $244.6M in assets across 425 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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