West Ridge Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Henderson, NV. Its latest Form ADV filing, dated April 1, 2026, reports $396M in regulatory assets under management, 13 employees, 5 offices, and 1,405 accounts.
Assets Under Management
$396M
Employees
13
Offices
5 offices
Total Clients
744
Primary office
HENDERSON, NV
1528 W. WARM SPRINGS RD #120, HENDERSON, NV, United States
Top client segmentPension Plans represent 51.5% of total clients.
Top client categories% of clientsClients
1
Pension Plans
51.5%
383
2
Individuals
41.1%
306
3
HNWI
7.4%
55
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$396Mas of April 1, 2026
Discretionary60.2%
$238M
60% of total RAUM60.2%
Non-discretionary39.8%
$158M
40% of total RAUM39.8%
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$396M
Total Accounts1,405
10Y AUM Change+$296M (+294.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee57:1
10Y Employee Change+6 (+85.7%)
* 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.