LAKERIDGE WEALTH MANAGEMENT LLC

8383 Mentor Avenue
Mentor, Ohio 44060
Tel: (440) 510-1901

About LAKERIDGE WEALTH MANAGEMENT LLC

LAKERIDGE WEALTH MANAGEMENT LLC, formally registered with the SEC as LAKERIDGE WEALTH MANAGEMENT LLC. The firm was established in 06/02/2021. They have over 8 offices throughout the country.

LAKERIDGE WEALTH MANAGEMENT LLC is a Mentor, Ohio based Financial Planning firm with nearly $605,770,799 assets under management, offering retirement planning & investment advisory services to 2369 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314071
SEC#	801-121373
Assets Managed by Firm	$605,770,799
No. of Clients	2369
No. of Advisors	20

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	2369	$605,770,799
Individuals (other than high net worth individuals)	809	$200,189,150
High net worth individuals	191	$337,877,412
Pension and profit sharing plans	22	$44,722,565
Charitable organizations	5	$8,960,170
Corporations or other businesses	13	$14,021,502

More Retirement Planning firms in Mentor, Ohio:

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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