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CLEAR RIDGE WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$244,630,166
Discretionary
$240,325,199
Non-discretionary
$4,304,967

Firm details

CRD number
172689
SEC file number
801-121285
Main office
KALAMAZOO, MI, United States
Employees
4
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of November 2026.