WEST RIDGE ADVISORS

WEST RIDGE ADVISORS, LLC

CRD 282718 · SEC 801-118247

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1528 W. WARM SPRINGS RD #120, HENDERSON, NV, 89014, United States

Phone

(702) 547-9483

Fax

(702) 433-5589

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$396.0M

Discretionary AUM

$238.3M

Team

13 total employees; 13 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-04-01

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	306	$71.3M
High net worth individuals	55	$114.2M
Pension/profit sharing plans	383	$210.5M

States served

AK, AZ, CA, CO, LA, NV, UT, WA, TX, NH

All web addresses on file

HTTPS://WWW.WESTRIDGEADVISORS.COM

Official SEC filing: View on IAPD