# Crestridge Wealth Advisors, LLC

> Crestridge Wealth Advisors, LLC is a state-registered investment advisory firm in Houston, TX, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 307679
- Filed as: CRESTRIDGE WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307679
- AdvisorCensus page: https://advisorcensus.com/firm/crestridge-wealth-advisors-llc-houston-tx-307679

## Quick answers

**How is Crestridge Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Crestridge Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Crestridge Wealth Advisors, LLC located?**
Crestridge Wealth Advisors, LLC's principal office is in Houston, TX, according to its Form ADV.

**Is Crestridge Wealth Advisors, LLC registered with the SEC or a state?**
Crestridge Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 307679.

**How much does Crestridge Wealth Advisors, LLC manage?**
Crestridge Wealth Advisors, LLC reports $0 in regulatory assets under management in its Form ADV filing dated March 31, 2026.

**Does Crestridge Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307679

## From the Form ADV filing

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

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

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- baldridgefinancial.com
- LinkedIn @baldridgefinancial
- X @baldridgecpa
- X @baldridgefinancial

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Crestridge Wealth Advisors, LLC (CRD 307679): Form ADV filing data as of October 2026.