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 registered investment adviser that began SEC registration in 2021. The firm is owned by an individual and positions itself as a capital allocator serving both individual and family clients as well as institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify 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
Kayla Stowe
Senior Financial AdvisorCRD 5872772
Joshua Hovda
Financial AdvisorCRD 6166943
Julie Distler
Financial AdvisorCRD 6827377
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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