WEST RIDGE ADVISORS

RIASEC RegisteredEst. 2020

Total AUM

$396M

Discretionary

$238M

60% of AUM

Avg account

$282K

Accounts

1,405

Employees

Advisory reps

Firm details

Headquarters: HENDERSON, Nevada
CRD number: 282718
Registered since: March 13, 2020
Website: www.westridgeadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY RETIREMENT PLATFORM, COMERICA SECURITIES,INC., FIDELITY DISTRIBUTORS COMPANY LLC, ADVISORTRUST, INC., PCS RETIREMENT
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans53.16%
HNWI28.84%
Individuals18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

West Ridge Advisors is an independent registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides a mix of financial planning and discretionary portfolio management, while also offering non-discretionary solutions and pension consulting. Its service set includes selecting other advisers and running educational seminars and workshops, which points to a blended execution model that combines in-house portfolio management with third-party manager relationships. Investment activity is centered on pooled public vehicles as the core implementation sleeve, while the firm also directs client capital to third-party alternative managers. West Ridge Advisors charges a mix of percentage-of-AUM fees and fixed or hourly fees, enabling flexible engagement structures across smaller plan sponsors, high-net-worth households and institutional clients. The firm is not identified as an active ESG investor.