CLEAR RIDGE WEALTH MANAGEMENT, LLC

259 E. Michigan Avenue
Suite 105
Kalamazoo, Michigan 49007
Tel: 269-381-1700

About CLEAR RIDGE WEALTH MANAGEMENT, LLC

CLEAR RIDGE WEALTH MANAGEMENT, LLC, formally registered with the SEC as CLEAR RIDGE WEALTH MANAGEMENT, LLC. The firm was established in 05/24/2021. They have over 1 offices throughout the country.

CLEAR RIDGE WEALTH MANAGEMENT, LLC is a Kalamazoo, Michigan based Financial Planning firm with nearly $200,058,083 assets under management, offering retirement planning & investment advisory services to 378 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	172689
SEC#	801-121285
Assets Managed by Firm	$200,058,083
No. of Clients	378
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	378	$200,058,083
Individuals (other than high net worth individuals)	52	$15,900,467
High net worth individuals	65	$184,157,616

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