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 investment adviser that began registration in 2021 and operates as a limited liability company owned by an individual. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its fee arrangements include a percentage of assets under management as well as hourly and fixed fees. Core advisory capabilities listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm is not flagged 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 12SHAE 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 106Active vs passive
$166M in ETFs
55%
$90.6M
42%
$75M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIDELITY HIGH DIVIDEND ETF (FDVV) | Fidelity | Passive | Large Value | $19.8M | 357,902 | 11.94% |
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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