{
  "crd_number": 172689,
  "slug": "clear-ridge-wealth-management-llc-kalamazoo-mi-172689",
  "primary_business_name": "CLEAR RIDGE WEALTH MANAGEMENT, LLC",
  "legal_name": "CLEAR RIDGE WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Kalamazoo",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "28020",
  "metro": {
    "cbsa_code": "28020",
    "common_name": "Kalamazoo",
    "msa_name": "Kalamazoo-Portage, MI",
    "path": "/advisors/mi/kalamazoo"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-05-24",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 244630166.0,
  "raum_discretionary": 240325199.0,
  "raum_non_discretionary": 4304967.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": null,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 22130082.0,
      "count": 59
    },
    "high_net_worth_individuals": {
      "raum": 222500084.0,
      "count": 72
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MI",
    "TX"
  ],
  "websites": [
    "https://clearridgewm.com",
    "https://linkedin.com/company/clear-ridge-wealth-management"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172689",
  "city_as_filed": "KALAMAZOO",
  "url": "https://advisorcensus.com/firm/clear-ridge-wealth-management-llc-kalamazoo-mi-172689",
  "display_name": "Clear Ridge Wealth Management, LLC",
  "summary": "Clear Ridge Wealth Management, LLC is an SEC-registered investment advisory firm in Kalamazoo, MI, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Clear Ridge Wealth Management, LLC (CRD 172689): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Clear Ridge Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Clear Ridge Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Clear Ridge Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $200 to $500 an hour (stand-alone financial planning services); Flat fee: $1,500 to $5,000 (stand-alone financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Clear Ridge Wealth Management, LLC located?",
      "a": "Clear Ridge Wealth Management, LLC's principal office is in Kalamazoo, MI, according to its Form ADV."
    },
    {
      "q": "Is Clear Ridge Wealth Management, LLC registered with the SEC or a state?",
      "a": "Clear Ridge Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 172689."
    },
    {
      "q": "How much does Clear Ridge Wealth Management, LLC manage?",
      "a": "Clear Ridge Wealth Management, LLC reports $244,630,166 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (98% discretionary)."
    },
    {
      "q": "How have Clear Ridge Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Clear Ridge Wealth Management, LLC: Regulatory assets under management: $110,176,115 in the October 2021 data and $244,630,166 in the October 2026 data, up 122%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Clear Ridge Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (72); individuals (other than high net worth individuals) (59); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Clear Ridge Wealth Management, LLC use?",
      "a": "Clear Ridge Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Clear Ridge Wealth Management, LLC report any disciplinary disclosures?",
      "a": "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/172689"
    },
    {
      "q": "What changed in Clear Ridge Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $200,058,083 to $244,630,166 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 110176115.0,
      "total_employees": 3,
      "filing_date": "2021-04-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 150991437.0,
      "total_employees": 3,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 154133079.0,
      "total_employees": 3,
      "filing_date": "2023-03-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 182322576.0,
      "total_employees": 3,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 200058083.0,
      "total_employees": 4,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 244630166.0,
      "total_employees": 4,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $200,058,083 to $244,630,166 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "$10,000",
    "planning_fees": [
      "Hourly rate: $200 to $500 an hour (stand-alone financial planning services)",
      "Flat fee: $1,500 to $5,000 (stand-alone financial planning services)"
    ],
    "figures": [
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: $10,000"
        ],
        "quotes": [
          "CRWM generally imposes a minimum annual fee of $10,000 for Investment Management Services."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 to $500 an hour (stand-alone financial planning services)"
        ],
        "quotes": [
          "On an hourly basis, ranging from $200 to $500 per hour depending on the nature and complexity of each client’s circumstances. Hourly fees will be billed as earned."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,500 to $5,000 (stand-alone financial planning services)"
        ],
        "quotes": [
          "As a fixed fee, typically ranging from $1,500 -  $5,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": 10000.0,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 200.0,
          "max": 500.0,
          "period": "hour",
          "service": "stand-alone financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1500.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "stand-alone financial planning services"
        }
      ]
    },
    "quotes": [
      "CRWM generally imposes a minimum annual fee of $10,000 for Investment Management Services.",
      "On an hourly basis, ranging from $200 to $500 per hour depending on the nature and complexity of each client’s circumstances. Hourly fees will be billed as earned.",
      "As a fixed fee, typically ranging from $1,500 -  $5,000, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/clear-ridge-wealth-management-llc-kalamazoo-mi-172689.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 59,
      "fewer_than_5": false,
      "raum": 22130082.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 72,
      "fewer_than_5": false,
      "raum": 222500084.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": null
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/172689",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}