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WEST RIDGE ADVISORS

HENDERSON, NV · CRD 282718 · IAPD ↗ · westridgeadvisors.com · (702) 547-9483

$396.0MRegulatory AUM
13Advisory reps
13Employees
0Clients
1-10Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
May 2026 — WEST RIDGE ADVISORS reported RAUM up 48% ($268.1M -> $396.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
71
May 2026 — WEST RIDGE ADVISORS grew from 10 to 13 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
December 2025 — WEST RIDGE ADVISORS notice-filed in AK, LA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — WEST RIDGE ADVISORS added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
51
April 2025 — WEST RIDGE ADVISORS notice-filed in AL, CO, NH, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — WEST RIDGE ADVISORS reported RAUM up 42% ($188.6M -> $268.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — WEST RIDGE ADVISORS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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