Clear Ridge Wealth Management, LLC
Clear Ridge Wealth Management, LLC is an SEC-registered wealth manager in Kalamazoo, MI with $244.6M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Clear Ridge Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172689, SEC 801-121285, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $244.6M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Kalamazoo, MI
- Employees
- 4
- Clients
- 132
- CRD
- 172689
- Ownership
- BRUNDAGE, MICHAEL, L.; ELDRIDGE, MICHELLE, LARABEE
How much AUM does Clear Ridge Wealth Management, LLC have?
Clear Ridge Wealth Management, LLC reported $244.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Clear Ridge Wealth Management, LLC?
Disclosed owners and executives of Clear Ridge Wealth Management, LLC include BRUNDAGE, MICHAEL, L., ELDRIDGE, MICHELLE, LARABEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.