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CLEAR RIDGE WEALTH MANAGEMENT, LLC

KALAMAZOO, MI · CRD 172689 · IAPD ↗ · 269-381-1700

$244.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
March 2025 — CLEAR RIDGE WEALTH MANAGEMENT, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.