CLEAR RIDGE WEALTH MANAGEMENT, LLC
CRD #172689 SEC #801-121285 KALAMAZOO, MI 269-381-1700
SEC Registered
Total AUM
$200.1M
Discretionary
$196.2M
Employees
4
Clients
0
Accounts
378
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $200.1M | $196.2M | $3.9M | 4 | 0 |
| Mar 2024 | $182.3M | $178.8M | $3.6M | 3 | 0 |
| Mar 2023 | $154.1M | $151M | $3.2M | 3 | 0 |
| Mar 2022 | $151M | $147.2M | $3.8M | 3 | 0 |
| Apr 2021 | $110.2M | $106.8M | $3.4M | 3 | 0 |
DateFeb 2025
Total AUM$200.1M
Discretionary$196.2M
Non-Disc.$3.9M
Employees4
Clients0
DateMar 2024
Total AUM$182.3M
Discretionary$178.8M
Non-Disc.$3.6M
Employees3
Clients0
DateMar 2023
Total AUM$154.1M
Discretionary$151M
Non-Disc.$3.2M
Employees3
Clients0
DateMar 2022
Total AUM$151M
Discretionary$147.2M
Non-Disc.$3.8M
Employees3
Clients0
DateApr 2021
Total AUM$110.2M
Discretionary$106.8M
Non-Disc.$3.4M
Employees3
Clients0