LAKERIDGE WEALTH MANAGEMENT LLC
CRD #314071 SEC #801-121373 MENTOR, OH (440) 510-1901
SEC Registered
Total AUM
$700.5M
Discretionary
$700.5M
Employees
21
Clients
1
Accounts
2,542
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $700.5M | $700.5M | $0 | 21 | 0 |
| Sep 2025 | $700.5M | $700.5M | $0 | 21 | 0 |
| Jun 2025 | $700.5M | $700.5M | $0 | 21 | 0 |
| May 2025 | $700.5M | $700.5M | $0 | 21 | 0 |
| Apr 2025 | $700.5M | $700.5M | $0 | 21 | 0 |
| Mar 2025 | $700.5M | $700.5M | $0 | 21 | 0 |
| Dec 2024 | $605.8M | $605.8M | $0 | 20 | 0 |
| Feb 2024 | $605.8M | $605.8M | $0 | 20 | 0 |
| Sep 2023 | $456.2M | $456.2M | $0 | 19 | 0 |
| Sep 2023 | $456.2M | $456.2M | $0 | 18 | 0 |
| Aug 2023 | $456.2M | $456.2M | $0 | 18 | 0 |
| Aug 2023 | $456.2M | $456.2M | $0 | 18 | 0 |
| Aug 2023 | $456.2M | $456.2M | $0 | 18 | 0 |
| Jul 2023 | $456.2M | $456.2M | $0 | 18 | 0 |
| Jun 2023 | $456.2M | $456.2M | $0 | 18 | 0 |
| May 2023 | $456.2M | $456.2M | $0 | 18 | 0 |
| Mar 2023 | $456.2M | $456.2M | $0 | 18 | 0 |
| Nov 2022 | $227.8M | $227.8M | $0 | 18 | 0 |
| Oct 2022 | $227.8M | $227.8M | $0 | 18 | 0 |
| Oct 2022 | $227.8M | $227.8M | $0 | 18 | 0 |
| Apr 2022 | $227.8M | $227.8M | $0 | 18 | 0 |
| Mar 2022 | $227.8M | $227.8M | $0 | 18 | 0 |
| Jan 2022 | $109.5M | $109.5M | $0 | 12 | 0 |
| Oct 2021 | $109.5M | $109.5M | $0 | 12 | 0 |
| Aug 2021 | $0 | $0 | $0 | 12 | 0 |
| Jul 2021 | $0 | $0 | $0 | 12 | 0 |
| Jun 2021 | $0 | $0 | $0 | 12 | 0 |
| May 2021 | $0 | $0 | $0 | 1 | 0 |
DateOct 2025
Total AUM$700.5M
Discretionary$700.5M
Non-Disc.$0
Employees21
Clients0
DateSep 2025
Total AUM$700.5M
Discretionary$700.5M
Non-Disc.$0
Employees21
Clients0
DateJun 2025
Total AUM$700.5M
Discretionary$700.5M
Non-Disc.$0
Employees21
Clients0
DateMay 2025
Total AUM$700.5M
Discretionary$700.5M
Non-Disc.$0
Employees21
Clients0
DateApr 2025
Total AUM$700.5M
Discretionary$700.5M
Non-Disc.$0
Employees21
Clients0
DateMar 2025
Total AUM$700.5M
Discretionary$700.5M
Non-Disc.$0
Employees21
Clients0
DateDec 2024
Total AUM$605.8M
Discretionary$605.8M
Non-Disc.$0
Employees20
Clients0
DateFeb 2024
Total AUM$605.8M
Discretionary$605.8M
Non-Disc.$0
Employees20
Clients0
DateSep 2023
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees19
Clients0
DateSep 2023
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees18
Clients0
DateAug 2023
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees18
Clients0
DateAug 2023
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees18
Clients0
DateAug 2023
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees18
Clients0
DateJul 2023
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees18
Clients0
DateJun 2023
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees18
Clients0
DateMay 2023
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees18
Clients0
DateMar 2023
Total AUM$456.2M
Discretionary$456.2M
Non-Disc.$0
Employees18
Clients0
DateNov 2022
Total AUM$227.8M
Discretionary$227.8M
Non-Disc.$0
Employees18
Clients0
DateOct 2022
Total AUM$227.8M
Discretionary$227.8M
Non-Disc.$0
Employees18
Clients0
DateOct 2022
Total AUM$227.8M
Discretionary$227.8M
Non-Disc.$0
Employees18
Clients0
DateApr 2022
Total AUM$227.8M
Discretionary$227.8M
Non-Disc.$0
Employees18
Clients0
DateMar 2022
Total AUM$227.8M
Discretionary$227.8M
Non-Disc.$0
Employees18
Clients0
DateJan 2022
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees12
Clients0
DateOct 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees12
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateMay 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0