WEST RIDGE ADVISORS, LLC
Legal name: WEST RIDGE ADVISORS
CRD #282718 SEC #801-118247 HENDERSON, NV (702) 547-9483
SEC Registered
Total AUM
$268.1M
Discretionary
$144.3M
Employees
10
Clients
1
Accounts
1,068
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $268.1M | $144.3M | $123.8M | 10 | 0 |
| Oct 2025 | $268.1M | $144.3M | $123.8M | 10 | 0 |
| Jul 2025 | $268.1M | $144.3M | $123.8M | 10 | 0 |
| Apr 2025 | $268.1M | $144.3M | $123.8M | 10 | 0 |
| Mar 2025 | $268.1M | $144.3M | $123.8M | 10 | 0 |
| Mar 2024 | $188.6M | $130.6M | $58M | 11 | 0 |
| Mar 2023 | $153.3M | $104.6M | $48.7M | 10 | 0 |
| Mar 2022 | $171.6M | $118.9M | $52.7M | 8 | 0 |
| Jun 2021 | $143.1M | $95.3M | $47.9M | 7 | 1 |
| Mar 2021 | $143.1M | $95.3M | $47.9M | 7 | 1 |
| Jun 2020 | $100.3M | $62.5M | $37.8M | 7 | 1 |
| Jun 2020 | $100.3M | $62.5M | $37.8M | 7 | 1 |
| Feb 2020 | $100.3M | $62.5M | $37.8M | 7 | 1 |
| Feb 2020 | $100.3M | $62.5M | $37.8M | 7 | 1 |
| Feb 2020 | $100.3M | $62.5M | $37.8M | 7 | 1 |
DateNov 2025
Total AUM$268.1M
Discretionary$144.3M
Non-Disc.$123.8M
Employees10
Clients0
DateOct 2025
Total AUM$268.1M
Discretionary$144.3M
Non-Disc.$123.8M
Employees10
Clients0
DateJul 2025
Total AUM$268.1M
Discretionary$144.3M
Non-Disc.$123.8M
Employees10
Clients0
DateApr 2025
Total AUM$268.1M
Discretionary$144.3M
Non-Disc.$123.8M
Employees10
Clients0
DateMar 2025
Total AUM$268.1M
Discretionary$144.3M
Non-Disc.$123.8M
Employees10
Clients0
DateMar 2024
Total AUM$188.6M
Discretionary$130.6M
Non-Disc.$58M
Employees11
Clients0
DateMar 2023
Total AUM$153.3M
Discretionary$104.6M
Non-Disc.$48.7M
Employees10
Clients0
DateMar 2022
Total AUM$171.6M
Discretionary$118.9M
Non-Disc.$52.7M
Employees8
Clients0
DateJun 2021
Total AUM$143.1M
Discretionary$95.3M
Non-Disc.$47.9M
Employees7
Clients1
DateMar 2021
Total AUM$143.1M
Discretionary$95.3M
Non-Disc.$47.9M
Employees7
Clients1
DateJun 2020
Total AUM$100.3M
Discretionary$62.5M
Non-Disc.$37.8M
Employees7
Clients1
DateJun 2020
Total AUM$100.3M
Discretionary$62.5M
Non-Disc.$37.8M
Employees7
Clients1
DateFeb 2020
Total AUM$100.3M
Discretionary$62.5M
Non-Disc.$37.8M
Employees7
Clients1
DateFeb 2020
Total AUM$100.3M
Discretionary$62.5M
Non-Disc.$37.8M
Employees7
Clients1
DateFeb 2020
Total AUM$100.3M
Discretionary$62.5M
Non-Disc.$37.8M
Employees7
Clients1