# Wealthridge Investments LLC

> Wealthridge Investments LLC is a state-registered investment advisory firm in Burr Ridge, IL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 339576
- Filed as: WEALTHRIDGE INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Burr Ridge, IL
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339576
- AdvisorCensus page: https://advisorcensus.com/firm/wealthridge-investments-llc-burr-ridge-il-339576

## Quick answers

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

**Where is Wealthridge Investments LLC located?**
Wealthridge Investments LLC's principal office is in Burr Ridge, IL, according to its Form ADV.

**Is Wealthridge Investments LLC registered with the SEC or a state?**
Wealthridge Investments LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339576.

**How much does Wealthridge Investments LLC manage?**
Wealthridge Investments LLC reports $0 in regulatory assets under management in its Form ADV filing dated August 17, 2026.

**Does Wealthridge Investments 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/339576

## From the Form ADV filing

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

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

### 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: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wealthridge.com](https://wealthridge.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthridge Investments LLC (CRD 339576): Form ADV filing data as of October 2026.