Lakeridge Wealth Management LLC
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
FINTRXOverview
Lakeridge Wealth Management LLC is an independent, SEC-registered RIA that began registration in 2021 and is organized as an LLC with individual ownership. The firm serves both individual/family and institutional clients and emphasizes comprehensive advice: financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of outside managers. Lakeridge bills clients through a mix of percentage-of-AUM fees as well as hourly and fixed fees. The firm identifies itself as a capital allocator and does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities12%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
1 of 1Gabrielle Magdziarz
Chief Compliance OfficerCRD 5832218
Contacts
3 of 12
Shae Saxton
Business OperationsCRD 7408424
Dalton Herrin
Investment Advisor RepresentativeCRD 6397188
Connie Lee
Financial AdvisorCRD 8156598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 121Active vs passive
$199M in ETFs
44%
$88.1M
47%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY ENHANCED LARGE CAP CORE ETF (FELC) | Fidelity | Active | Large Blend | $19.8M | 472,739 | 9.96% |
Location
Mentor, OH
Lake
Location
Mentor, OH
Headquartered in Mentor, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Lake
- Address
- 7470 Center St
- Time zone
- ET (UTC-5)
- Office locations
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