# Clear Ridge Wealth Management, LLC

> 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.

- CRD: 172689
- Filed as: CLEAR RIDGE WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Kalamazoo, MI
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172689
- AdvisorCensus page: https://advisorcensus.com/firm/clear-ridge-wealth-management-llc-kalamazoo-mi-172689

## Quick answers

**How is Clear Ridge Wealth Management, LLC compensated?**
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).

**Where is Clear Ridge Wealth Management, LLC located?**
Clear Ridge Wealth Management, LLC's principal office is in Kalamazoo, MI, according to its Form ADV.

**Is Clear Ridge Wealth Management, LLC registered with the SEC or a state?**
Clear Ridge Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 172689.

**How much does Clear Ridge Wealth Management, LLC manage?**
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).

**How have Clear Ridge Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Clear Ridge Wealth Management, LLC serve?**
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).

**Which custodians does Clear Ridge Wealth Management, LLC use?**
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.

**Does Clear Ridge Wealth Management, LLC 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/172689

**What changed in Clear Ridge Wealth Management, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Minimum annual fee: $10,000

> CRWM generally imposes a minimum annual fee of $10,000 for Investment Management Services.

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., Inc.
- National Financial Services LLC

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: $244,630,166
- Discretionary: $240,325,199
- Non-discretionary: $4,304,967

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 59 | $22,130,082 |
| High net worth individuals | 72 | $222,500,084 |
| Charitable organizations | 1 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- clearridgewm.com
- LinkedIn @clear-ridge-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $110,176,115 | 3 | April 22, 2021 |
| October 2022 | $150,991,437 | 3 | March 22, 2022 |
| October 2023 | $154,133,079 | 3 | March 10, 2023 |
| October 2024 | $182,322,576 | 3 | March 25, 2024 |
| October 2025 | $200,058,083 | 4 | February 19, 2025 |
| October 2026 | $244,630,166 | 4 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $200,058,083 to $244,630,166 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Clear Ridge Wealth Management, LLC (CRD 172689): Form ADV filing data as of October 2026.