Lakeridge Wealth Management LLC
Mentor, OH·SEC-registered · CRD #314071
Lakeridge Wealth Management LLC is an SEC-registered investment advisory firm in Mentor, OH managing $805M across 4.2k client accounts, with 12 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$805M
Client accounts
4.2k
Advisory staff
12
Fee model
Fee-based
How Lakeridge Wealth Management LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lakeridge Wealth Management LLC
How much does Lakeridge Wealth Management LLC manage?
Per its most recent SEC Form ADV filing (06/17/2026), Lakeridge Wealth Management LLC reports $805M in regulatory assets under management across roughly 4.2k client accounts.
How does Lakeridge Wealth Management LLC charge?
Lakeridge Wealth Management LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lakeridge Wealth Management LLC a fiduciary?
Yes. Lakeridge Wealth Management LLC is registered with the U.S. Securities and Exchange Commission (CRD #314071), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lakeridge Wealth Management LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lakeridge Wealth Management LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Mentor, OH
Profile compiled from Lakeridge Wealth Management LLC's public SEC Form ADV filing (CRD #314071, filed 06/17/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lakeridge Wealth Management LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lakeridge Wealth Management LLC? Claim this profile.