# West Ridge Advisors

> West Ridge Advisors is an SEC-registered investment advisory firm in Henderson, NV, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.

- CRD: 282718
- Filed as: WEST RIDGE ADVISORS
- Legal name: West Ridge Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Henderson, NV
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/282718
- AdvisorCensus page: https://advisorcensus.com/firm/west-ridge-advisors-henderson-nv-282718

## Quick answers

**How is West Ridge Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), West Ridge Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does West Ridge Advisors charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Flat fee: $500 to $3,000 (Project-based engagements); Hourly rate: $200 an hour (limited planning component engagement). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is West Ridge Advisors located?**
West Ridge Advisors' principal office is in Henderson, NV, according to its Form ADV; the May 2026 filing also lists 5 other offices (Schedule D, Section 1.F).

**Is West Ridge Advisors registered with the SEC or a state?**
West Ridge Advisors is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 282718.

**How much does West Ridge Advisors manage?**
West Ridge Advisors reports $396,019,216 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (60% discretionary).

**How have West Ridge Advisors' assets and staff changed since 2021?**
In the Form ADV data for West Ridge Advisors: Regulatory assets under management: $143,119,501 in the October 2021 data and $396,019,216 in the October 2026 data, up 177%. Total employees: 7 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does West Ridge Advisors serve?**
By number of clients on Form ADV Item 5.D: pension and profit sharing plans (but not the plan participants or government pension plans) (383); individuals (other than high net worth individuals) (306); high net worth individuals (55).

**Which custodians does West Ridge Advisors use?**
West Ridge Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Advisortrust, Inc., Charles Schwab & Co., Inc., Comerica, Fidelity Investments, Fidelity Retirement Platform and PCS Retirement as custodians holding 10% or more of its separately managed account assets.

**Does West Ridge Advisors 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/282718

**Does West Ridge Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated April 1, 2026 says: "We do not require minimum income, minimum asset levels, or other similar preconditions."

**What changed in West Ridge Advisors' recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 10 to 13. Regulatory assets under management went from $268,069,576 to $396,019,216 (+48%).

## 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 April 1, 2026)

- Account minimum: None

> We do not require minimum income, minimum asset levels, or other similar preconditions.

- Flat fee: $500 to $3,000 (Project-based engagements)

> Project-based engagements are assessed at fixed fees ranging from $500 to $3,000.

- Hourly rate: $200 an hour (limited planning component engagement)

> Clients interested in a limited planning component engagement are assessed an hourly fee. Our rate is $200 per hour, billed in 15-minute increments;

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

### Custodians (Schedule D, Section 5.K(3))
- Advisortrust, Inc.
- Charles Schwab & Co., Inc.
- Comerica
- Fidelity Investments
- Fidelity Retirement Platform
- PCS Retirement

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: $396,019,216
- Discretionary: $238,274,266
- Non-discretionary: $157,744,950

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 306 | $71,292,385 |
| High net worth individuals | 55 | $114,218,166 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 383 | $210,508,665 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 13 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, LA, NH, NV, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Gilbert, AZ
- Las Vegas, NV
- Midvale, UT
- Poulsbo, WA
- Scottsdale, AZ

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $143,119,501 | 7 | June 1, 2021 |
| October 2022 | $171,596,856 | 8 | March 28, 2022 |
| October 2023 | $153,301,195 | 10 | March 20, 2023 |
| October 2024 | $188,574,674 | 11 | March 29, 2024 |
| October 2025 | $268,069,576 | 10 | July 24, 2025 |
| October 2026 | $396,019,216 | 13 | April 1, 2026 |

Regulatory assets under management: $143,119,501 in the October 2021 data and $396,019,216 in the October 2026 data, up 177%.
Total employees: 7 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 10 to 13.
- Regulatory assets under management went from $268,069,576 to $396,019,216 (+48%).

### January 2026
- No longer registered or notice-filed in AL.

### December 2025
- Registered or notice-filed in AK, LA, WA.

### November 2025
- Added an office in Poulsbo, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. West Ridge Advisors (CRD 282718): Form ADV filing data as of October 2026.