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Building 2LAKERIDGE WEALTH MANAGEMENT LLC

Map pinMENTOR, OH
Phone(440) 510-1901
NotebookSEC #801-121373
Total AUM
$805.4M
Employees
22
Clients
1,139

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

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HotelBusiness

Principal Address
7470 CENTER ST
MENTOR
OH 44060
United States
Operating Hours
8:30AM TO 5:00PM
Monday - Friday
Phone
(440) 510-1901
Other Offices
7

ReceiptFinancials

Total AUM
$805.4M
Accounts
2,706
Discretionary
$706M
Accounts
1,244
Non-Discretionary
$99.3M
Accounts
1,462

ContactClients

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Individual Clients
840
AUM
$226.4M
HNW Individual Clients
236
AUM
$497.4M
Pension/Profit Sharing Plan Clients
42
AUM
$55.2M
Charitable Organization Clients
5
AUM
$12.4M
Corporation or Business Clients
16
AUM
$14M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLGAILINKYLAMAMDMIMNMONENHNMNYOHOKORPASCTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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