West Ridge Advisors

RIASEC Registered

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 LLC is an independent registered investment adviser that began SEC registration in 2020. The firm serves both individual/family and institutional clients and positions itself as a capital allocator, offering a mix of portfolio management and financial planning alongside selection-of-adviser services and educational seminars. Its advisory services include portfolio management for individuals, small businesses and institutions, pension consulting, and the selection and monitoring of third‑party managers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm is not identified as an active ESG investor. Industry ties listed include relationships with accounting and insurance firms.