Clear Ridge Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kalamazoo, MI. Its latest Form ADV filing, dated March 27, 2026, reports $245M in regulatory assets under management, 4 employees, and 425 accounts.
Assets Under Management
$245M
Employees
4
Offices
--
Total Clients
132
Primary office
KALAMAZOO, MI
259 E. MICHIGAN AVENUE, SUITE 105, KALAMAZOO, MI, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 54.5% of total clients.
Top client categories% of clientsClients
1
HNWI
54.5%
72
2
Individuals
44.7%
59
3
Charitable
0.8%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$245Mas of March 27, 2026
Discretionary98.2%
$240M
98% of total RAUM98.2%
Non-discretionary1.8%
$4M
2% of total RAUM1.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$245M
Total Accounts425
10Y AUM Change+$134M (+122.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee33:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.