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CLEAR RIDGE WEALTH MANAGEMENT, LLC
CRD 172689 · SEC 801-121285
259 E. MICHIGAN AVENUE, SUITE 105, KALAMAZOO, MI, 49007, United States
Phone
269-381-1700
Fax
269-488-3497
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$244.6M
Discretionary AUM
$240.3M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $22.1M |
| High net worth individuals | 72 | $222.5M |
| Charitable organizations | 1 | — |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD