LP Profile

Clear Ridge Wealth Management

Also known as clear ridge wealth

Wealth ManagerKalamazoo, United StatesFounded 2014
$151M
Assets Under Management
Kalamazoo
Headquarters
Investment Focus

About Clear Ridge Wealth Management

Clear Ridge Wealth Management is a wealth manager based in Kalamazoo, US. Founded in 2014. Reported AUM: 151 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Clear Ridge Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$244.6M
Total Clients
425
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Clear Ridge Wealth Management?

Clear Ridge Wealth Management is a wealth manager based in Kalamazoo, United States, managing approximately $151M in assets.

Where is Clear Ridge Wealth Management headquartered?

Clear Ridge Wealth Management is headquartered in Kalamazoo, United States.

How much does Clear Ridge Wealth Management manage?

Clear Ridge Wealth Management manages approximately $151M in assets under management.

When was Clear Ridge Wealth Management founded?

Clear Ridge Wealth Management was founded in 2014.

How can I contact Clear Ridge Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Clear Ridge Wealth Management are available on LPbacked. Create a free account to access them.