RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 19, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BRUNDAGE, MICHAEL, L.IMEMBER / CHIEF COMPLIANCE OFFICERD Control
BRUNDAGE, MICHAEL, L.IMEMBER / CHIEF COMPLIANCE OFFICERD Control
BRUNDAGE, MICHAEL, L.IMEMBER / CHIEF COMPLIANCE OFFICERD Control
BRUNDAGE, MICHAEL, L.IMEMBER / CHIEF COMPLIANCE OFFICERD Control
BRUNDAGE, MICHAEL, L.IMEMBER / CHIEF COMPLIANCE OFFICERD Control
ELDRIDGE, MICHELLE, LARABEEIMEMBERD Control
ELDRIDGE, MICHELLE, LARABEEIMEMBERD Control
ELDRIDGE, MICHELLE, LARABEEIMEMBERD Control
ELDRIDGE, MICHELLE, LARABEEIMEMBERD Control
ELDRIDGE, MICHELLE, LARABEEIMEMBERD Control

Registrations

Federal

IA
Feb 19, 2025 REGISTERED

Notice Filings (3)

FL MI TX

Address

259 E. MICHIGAN AVENUE
SUITE 105
KALAMAZOO, MI 49007
United States
Phone: 269-381-1700