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LAKERIDGE WEALTH MANAGEMENT LLC
CRD 314071 · SEC 801-121373
7470 CENTER ST, MENTOR, OH, 44060, United States
Phone
(440) 510-1901
Fax
(440) 229-7900
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$805.4M
Discretionary AUM
$706.0M
Team
22 total employees; 12 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 840 | $226.4M |
| High net worth individuals | 236 | $497.4M |
| Pension/profit sharing plans | 42 | $55.2M |
| Charitable organizations | 5 | $12.4M |
| Corporations/business entities | 16 | $14.0M |
States served
AZ, CA, CO, GA, IL, IN, KY, LA, MD, MA, MI, MN, NE, NM, NY, OH, OK, OR, PA, SC, MO, WA, TX, NH, FL
All web addresses on file
- https://financialsolutionspi.com
- https://lakeridgewm.com
- https://twitter.com/FinSolPlan
- https://www.linkedin.com/company/lakeridge-wealth-management/
- https://www.facebook.com/DoctorsFR
- https://x.com/finsolplan?s=21
- https://nmswealthmanagement.com
- https://www.linkedin.com/company/doctorsfr
- https://doctorsfinancialresource.com
- https://www.youtube.com/@FinancialSolutionsPI
Official SEC filing: View on IAPD