Lakeridge Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mentor, OH. Its latest Form ADV filing, dated March 18, 2026, reports $805M in regulatory assets under management, 22 employees, 7 offices, and 2,706 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.7% of total clients.
Top client categories% of clientsClients
1
Individuals
73.7%
840
2
HNWI
20.7%
236
3
Pension Plans
3.7%
42
4
Corporations
1.4%
16
5
Charitable
0.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$805Mas of March 18, 2026
Discretionary87.7%
$706M
88% of total RAUM87.7%
Non-discretionary12.3%
$99M
12% of total RAUM12.3%
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$805M
Total Accounts2,706
10Y AUM Change+$805M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees22
Clients per Employee52:1
10Y Employee Change+10 (+83.3%)
* 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.