# Allridge Wealth Management, Inc

> Allridge Wealth Management, Inc is an SEC-registered investment advisory firm in Ashburn, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 117249
- Filed as: ALLRIDGE WEALTH MANAGEMENT, INC
- Legal name: Allridge Wealth Management, P.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ashburn, VA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117249
- AdvisorCensus page: https://advisorcensus.com/firm/allridge-wealth-management-inc-ashburn-va-117249

## Quick answers

**How is Allridge Wealth Management, Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Allridge Wealth Management, Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Allridge Wealth Management, Inc charge?**
Its Form ADV Part 2A brochure dated February 11, 2026 states: Hourly rate: $325 an hour (Hourly). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Allridge Wealth Management, Inc located?**
Allridge Wealth Management, Inc's principal office is in Ashburn, VA, according to its Form ADV.

**Is Allridge Wealth Management, Inc registered with the SEC or a state?**
Allridge Wealth Management, Inc is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 117249.

**How much does Allridge Wealth Management, Inc manage?**
Allridge Wealth Management, Inc reports $103,273,487 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**What types of clients does Allridge Wealth Management, Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (31).

**Which custodians does Allridge Wealth Management, Inc use?**
Allridge Wealth Management, Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab, & Co as a custodian holding 10% or more of its separately managed account assets.

**Does Allridge Wealth Management, Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117249

**Does Allridge Wealth Management, Inc state an account minimum?**
Its Form ADV Part 2A brochure dated February 11, 2026 says: "The minimum account size is generally $1,000,000 but this amount is negotiable."

**What changed in Allridge Wealth Management, Inc's recent Form ADV filings?**
In the April 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated February 11, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> The minimum account size is generally $1,000,000 but this amount is negotiable.

- Hourly rate: $325 an hour (Hourly)

> Hourly: The hourly billing rate is $325.00 charged in quarter-hour increments and billed monthly.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab, & Co

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $103,273,487
- Discretionary: $0
- Non-discretionary: $103,273,487

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $2,080,460 |
| High net worth individuals | 31 | $101,193,027 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- allridgewealth.com

## Changes in the filing (last 12 months)

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Allridge Wealth Management, Inc (CRD 117249): Form ADV filing data as of October 2026.