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LAKERIDGE WEALTH MANAGEMENT LLC

MENTOR, OH · CRD 314071 · IAPD ↗ · (440) 510-1901

$805.4MRegulatory AUM
12Advisory reps
22Employees
0Clients
1-10Planning clients
0Private funds
25States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2025 — LAKERIDGE WEALTH MANAGEMENT LLC notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2025 — LAKERIDGE WEALTH MANAGEMENT LLC notice-filed in IN, OR, PA, SC, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
March 2024 — LAKERIDGE WEALTH MANAGEMENT LLC notice-filed in MD, MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — LAKERIDGE WEALTH MANAGEMENT LLC crossed $500M in regulatory AUM ($456.2M -> $605.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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