Lakeridge Wealth Management LLC

RIASEC RegisteredEst. 2021

Total AUM

$805M

Discretionary

$706M

88% of AUM

Avg account

$298K

Accounts

2,706

Employees

Advisory reps

Firm details

Headquarters: Mentor, Ohio
CRD number: 314071
Registered since: June 2, 2021
Website: www.lakeridgewm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.76%
Individuals28.11%
Pension & Profit Sharing Plans6.86%
Corporations / Businesses1.74%
Charitable Organizations1.54%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Lakeridge Wealth Management LLC is an independent, SEC‑registered registered investment adviser formed as an LLC in 2021 and owned by an individual principal. The firm serves a mix of individual/family and institutional clients and positions itself as a capital allocator that both manages portfolios directly and selects outside managers. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly and fixed fees. The firm is not identified as an active ESG investor in the available data. Its model emphasizes using public investment vehicles alongside allocations to third‑party alternative managers, suggesting a blended approach that combines in‑house portfolio management with outsourced strategies where appropriate.