LAKERIDGE WEALTH MANAGEMENT LLC
SEC Form ADV profile.
Total regulatory AUM
$805,361,469
Discretionary
$706,020,108
Non-discretionary
$99,341,361
Firm details
- CRD number
- 314071
- SEC file number
- 801-121373
- Main office
- MENTOR, OH, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.