ALLRIDGE WEALTH MANAGEMENT, INC

RIASEC RegisteredEst. 2026

Total AUM

$103M

Discretionary

$0

0% of AUM

Avg account

$801K

Accounts

129

Employees

2

Advisory reps

2

Firm details

Headquarters: ASHBURN, Virginia
CRD number: 117249
Registered since: March 25, 2026
Website: allridgewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI97.99%
Individuals2.01%
Services: Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Allridge Wealth Management, Inc. is an independent, corporation-form-registered advisory firm that reports SEC registration in 2026 and individual ownership. The firm focuses on portfolio management for individuals and small businesses and identifies its client base as individual and family clients. Compensation is a mix of percentage-of-AUM and hourly charges. The firm does not report itself as an active ESG investor and is not identified as a capital allocator, pension consultant, or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds93%
Cash & Cash Equivalents4%
Exchange Traded Equities3%

Contacts

2 of 2

RICHARD ALLRIDGE
Founder and PresidentCRD 1717797
RICHARD ALLRIDGE
PresidentCRD 6121407

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

ASHBURN, VA

LOUDOUN

Location

ASHBURN, VA

Headquartered in ASHBURN, VA, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area: Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region: South
County: LOUDOUN
Address: 20130 Lakeview Center Plz
Time zone: ET (UTC-5)
Office locations

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