EAGLE RIDGE WEALTH ADVISORS

Overview

Eagle Ridge Wealth Advisors is an independent, owner-operated RIA that manages advisory clients through discretionary portfolio management and financial planning. The firm serves individuals and families and also works with small-business owners. Its practice emphasizes pooled, public mutual funds as the core building blocks of client portfolios while offering fee arrangements that include percentage-of-AUM, hourly work, and performance-based fees—indicating the capability to run tailored or outcome‑oriented strategies for qualified clients. Advisory services include ongoing portfolio management, financial planning and client education through seminars and workshops. The firm does not profile itself as an ESG investor and does not identify as a multi-state adviser or pension consultant. Investment activity shows a clear tilt toward publicly offered mutual funds for core exposure, with a smaller allocation to external real estate managers for alternative diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices