Active
LAKERIDGE WEALTH MANAGEMENT LLC
Investment Advice|MENTOR, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$700.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 700.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 314071 |
| SEC Number | 801-121373 |
| Street Address | 7470 CENTER ST |
| Location | MENTOR, OH 44060 |
| Country | United States |
| Phone | (440) 510-1901 |
| Fax | (440) 352-9314 |
| Total Employees | 21 |
| Business Types | registered_representative, insurance_broker |
Client Count by Type (1,068 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 799 |
| High Net Worth Individual… | 229 |
| Pension/Profit Sharing Pl… | 18 |
| Corporations/Businesses | 17 |
| Charitable Organizations | 5 |
Community Partners
CITY OF EASTLAKE
CITY OF KIRTLAND INC
CITY OF MENTOR
CITY OF WICKLIFFE
CITY OF WILLOUGHBY
CITY OF WILLOWICK
COUNTY OF LAKE
PERRY TOWNSHIP BOARD OF TRUSTEES
TOWNSHIP OF LEROY
TOWNSHIP OF PAINESVILLE
VILLAGE OF FAIRPORT HARBOR
VILLAGE OF GRAND RIVER
VILLAGE OF KIRTLAND HILLS
VILLAGE OF LAKELINE
VILLAGE OF MADISON
VILLAGE OF NORTH PERRY
VILLAGE OF PERRY
VILLAGE OF TIMBERLAKE
VILLAGE OF WAITE HILL
CITY OF EASTLAKE
CITY OF KIRTLAND INC
CITY OF MENTOR
CITY OF WICKLIFFE
CITY OF WILLOUGHBY
CITY OF WILLOWICK
COUNTY OF LAKE
PERRY TOWNSHIP BOARD OF TRUSTEES
TOWNSHIP OF LEROY
TOWNSHIP OF PAINESVILLE
VILLAGE OF FAIRPORT HARBOR
VILLAGE OF GRAND RIVER
VILLAGE OF KIRTLAND HILLS
VILLAGE OF LAKELINE
VILLAGE OF MADISON
VILLAGE OF NORTH PERRY
VILLAGE OF PERRY
VILLAGE OF TIMBERLAKE
VILLAGE OF WAITE HILL
CITY OF EASTLAKE
CITY OF KIRTLAND INC
CITY OF MENTOR
CITY OF WICKLIFFE
CITY OF WILLOUGHBY
CITY OF WILLOWICK
COUNTY OF LAKE
PERRY TOWNSHIP BOARD OF TRUSTEES
TOWNSHIP OF LEROY
TOWNSHIP OF PAINESVILLE
VILLAGE OF FAIRPORT HARBOR
VILLAGE OF GRAND RIVER
VILLAGE OF KIRTLAND HILLS
VILLAGE OF LAKELINE
VILLAGE OF MADISON
VILLAGE OF NORTH PERRY
VILLAGE OF PERRY
VILLAGE OF TIMBERLAKE
VILLAGE OF WAITE HILL
Municipal Government
19 Active
19
Organizations
FAIRPORT HARBOR PORT AUTHORITY
LAKE COUNTY METROPOLITAN HOUSING AUTHORITY
LAKE COUNTY SOIL AND WATER CONSERVATION DISTRICT
LAKE DEVELOPMENT AUTHORITY
LAKE METROPARKS
LAKE METROPARKS DISTRICT
LAKE REGIONAL TRANSIT AUTHORITY (LAKETRAN)
MADISON FIRE DISTRICT
MADISON JOINT FIRE DISTRICT
MADISON JOINT RECREATION BOARD
MORLEY LIBRARY DISTRICT
PAINESVILLE TOWNSHIP PARK DISTRICT
PERRY AREA RECREATION BOARD
WILOUGHBY HILLS FIRE DEPT
FAIRPORT HARBOR PORT AUTHORITY
LAKE COUNTY METROPOLITAN HOUSING AUTHORITY
LAKE COUNTY SOIL AND WATER CONSERVATION DISTRICT
LAKE DEVELOPMENT AUTHORITY
LAKE METROPARKS
LAKE METROPARKS DISTRICT
LAKE REGIONAL TRANSIT AUTHORITY (LAKETRAN)
MADISON FIRE DISTRICT
MADISON JOINT FIRE DISTRICT
MADISON JOINT RECREATION BOARD
MORLEY LIBRARY DISTRICT
PAINESVILLE TOWNSHIP PARK DISTRICT
PERRY AREA RECREATION BOARD
WILOUGHBY HILLS FIRE DEPT
FAIRPORT HARBOR PORT AUTHORITY
LAKE COUNTY METROPOLITAN HOUSING AUTHORITY
LAKE COUNTY SOIL AND WATER CONSERVATION DISTRICT
LAKE DEVELOPMENT AUTHORITY
LAKE METROPARKS
LAKE METROPARKS DISTRICT
LAKE REGIONAL TRANSIT AUTHORITY (LAKETRAN)
MADISON FIRE DISTRICT
MADISON JOINT FIRE DISTRICT
MADISON JOINT RECREATION BOARD
MORLEY LIBRARY DISTRICT
PAINESVILLE TOWNSHIP PARK DISTRICT
PERRY AREA RECREATION BOARD
WILOUGHBY HILLS FIRE DEPT
Special District
14 Active
14
Organizations
AUBURN JT VOC SCH DIST
FAIRPORT HARBOR EXEM SCH DIST
KIRTLAND LOCAL SCH DIST
LAKE COUNTY COMMUNITY COLLEGE DIST
MADISON LOCAL SCH DIST
MENTOR EX VLG SCH DIST
PAINESVILLE CITY LOCAL SCH DT
PERRY LOCAL SCH DIST
WICKLIFFE CITY SCH DIST
WILLOUGHBY EASTLAKE CITY SCH DIST
AUBURN JT VOC SCH DIST
FAIRPORT HARBOR EXEM SCH DIST
KIRTLAND LOCAL SCH DIST
LAKE COUNTY COMMUNITY COLLEGE DIST
MADISON LOCAL SCH DIST
MENTOR EX VLG SCH DIST
PAINESVILLE CITY LOCAL SCH DT
PERRY LOCAL SCH DIST
WICKLIFFE CITY SCH DIST
WILLOUGHBY EASTLAKE CITY SCH DIST
AUBURN JT VOC SCH DIST
FAIRPORT HARBOR EXEM SCH DIST
KIRTLAND LOCAL SCH DIST
LAKE COUNTY COMMUNITY COLLEGE DIST
MADISON LOCAL SCH DIST
MENTOR EX VLG SCH DIST
PAINESVILLE CITY LOCAL SCH DT
PERRY LOCAL SCH DIST
WICKLIFFE CITY SCH DIST
WILLOUGHBY EASTLAKE CITY SCH DIST
School District
10 Active
10
Organizations
5405 INCORPORATED
614 WES CREDIT UNION INC
673 ELECTRICAL BUILDING CORPORATION
960 LOCAL 673 CREDIT UNION INC
AAGA BOOSTER CLUB
ACCESS AND OPPORTUNITY FOUNDATION OF LAKE COUNTY
ACROSS THE TRACKS ELDERLY ASSISTANCE FUND
AGAPE RIVER MISSION
AGING SERVICES NETWORK OF EUCLID
AIH CHARITIES INC
AIR FORCE ASSOCIATION
ALL AROUND CHEER BOOSTERS INC
ALLIANCE AGAINST HUMAN TRAFFICKING
ALLIANCE FOR WORKING TOGETHER FOUNDATION
ALLIANCE OF TRANSYLVANIA SAXONS OF US
ALLIANCE OF TRANSYLVANIA SAXONS OF US
ALTERNATIVE WORK AND RESIDENTIAL DEVELOPMENT INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
5405 INCORPORATED
614 WES CREDIT UNION INC
673 ELECTRICAL BUILDING CORPORATION
960 LOCAL 673 CREDIT UNION INC
AAGA BOOSTER CLUB
ACCESS AND OPPORTUNITY FOUNDATION OF LAKE COUNTY
ACROSS THE TRACKS ELDERLY ASSISTANCE FUND
AGAPE RIVER MISSION
AGING SERVICES NETWORK OF EUCLID
AIH CHARITIES INC
AIR FORCE ASSOCIATION
ALL AROUND CHEER BOOSTERS INC
ALLIANCE AGAINST HUMAN TRAFFICKING
ALLIANCE FOR WORKING TOGETHER FOUNDATION
ALLIANCE OF TRANSYLVANIA SAXONS OF US
ALLIANCE OF TRANSYLVANIA SAXONS OF US
ALTERNATIVE WORK AND RESIDENTIAL DEVELOPMENT INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
5405 INCORPORATED
614 WES CREDIT UNION INC
673 ELECTRICAL BUILDING CORPORATION
960 LOCAL 673 CREDIT UNION INC
AAGA BOOSTER CLUB
ACCESS AND OPPORTUNITY FOUNDATION OF LAKE COUNTY
ACROSS THE TRACKS ELDERLY ASSISTANCE FUND
AGAPE RIVER MISSION
AGING SERVICES NETWORK OF EUCLID
AIH CHARITIES INC
AIR FORCE ASSOCIATION
ALL AROUND CHEER BOOSTERS INC
ALLIANCE AGAINST HUMAN TRAFFICKING
ALLIANCE FOR WORKING TOGETHER FOUNDATION
ALLIANCE OF TRANSYLVANIA SAXONS OF US
ALLIANCE OF TRANSYLVANIA SAXONS OF US
ALTERNATIVE WORK AND RESIDENTIAL DEVELOPMENT INC
AMATEUR ATHLETIC UNION OF THE UNITED STATES
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization
724 Active
724
Organizations
Community Partners93 organizations
CITY OF KIRTLAND INC
Municipal Government·WILLOUGHBY
CITY OF MENTOR
Municipal Government·MENTOR
CITY OF WICKLIFFE
Municipal Government·WICKLIFFE
CITY OF WILLOUGHBY
Municipal Government·WILLOUGHBY
CITY OF WILLOWICK
Municipal Government·WILLOWICK
PERRY TOWNSHIP BOARD OF TRUSTEES
Municipal Government·PERRY
TOWNSHIP OF LEROY
Municipal Government·PAINESVILLE
VILLAGE OF GRAND RIVER
Municipal Government·GRAND RIVER
VILLAGE OF KIRTLAND HILLS
Municipal Government·MENTOR
VILLAGE OF LAKELINE
Municipal Government·LAKELINE
VILLAGE OF TIMBERLAKE
Municipal Government·EASTLAKE
VILLAGE OF WAITE HILL
Municipal Government·WAITE HILL
FAIRPORT HARBOR PORT AUTHORITY
Special District·FAIRPORT HARBOR
LAKE DEVELOPMENT AUTHORITY
Special District·PAINESVILLE
LAKE METROPARKS
Special District·CONCORD
MADISON FIRE DISTRICT
Special District·MADISON
PAINESVILLE TOWNSHIP PARK DISTRICT
Special District·PAINESVILLE
WILOUGHBY HILLS FIRE DEPT
Special District·WILLOUGHBY HILLS
5405 INCORPORATED
Nonprofit Organization·Wickliffe
614 WES CREDIT UNION INC
Nonprofit Organization·Willoughby
673 ELECTRICAL BUILDING CORPORATION
Nonprofit Organization·MENTOR
960 LOCAL 673 CREDIT UNION INC
Nonprofit Organization·Mentor
AAGA BOOSTER CLUB
Nonprofit Organization·MENTOR
ACCESS AND OPPORTUNITY FOUNDATION OF LAKE COUNTY
Nonprofit Organization·Concord
ACROSS THE TRACKS ELDERLY ASSISTANCE FUND
Nonprofit Organization·Concord
AGAPE RIVER MISSION
Nonprofit Organization·Kirtland
AGING SERVICES NETWORK OF EUCLID
Nonprofit Organization·Willoughby
AIH CHARITIES INC
Nonprofit Organization·MENTOR
AIR FORCE ASSOCIATION
Nonprofit Organization·Concord Township
ALL AROUND CHEER BOOSTERS INC
Nonprofit Organization·MENTOR
ALLIANCE AGAINST HUMAN TRAFFICKING
Nonprofit Organization·Willoughby
ALLIANCE FOR WORKING TOGETHER FOUNDATION
Nonprofit Organization·MENTOR
ALLIANCE OF TRANSYLVANIA SAXONS OF US
Nonprofit Organization·Concord
ALLIANCE OF TRANSYLVANIA SAXONS OF US
Nonprofit Organization·Concord
ALTERNATIVE WORK AND RESIDENTIAL DEVELOPMENT INC
Nonprofit Organization·Mentor
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Willoughby
AMERICAN FEDERATION OF GOVERNMENT EMPLOYEES
Nonprofit Organization·Mentor
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Willoughby
AMERICAN FEDERATION OF MUSICIANS OF THE US CANADA
Nonprofit Organization·Willoughby
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Fairport Harbor
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·willoughby
AMERICAN FEDERATION OF STATE COUNTY MUNICIPAL EMPLOYEES
Nonprofit Organization·MENTOR
AMERICAN FRIENDS FOR BYELORUSSIAN JEWS CHARITABLE TR
Nonprofit Organization·Willoughby
American Friends of Meshech Chochma Ohr
Nonprofit Organization·Wickliffe
AMERICAN LAWMEN MC - N E OHIO
Nonprofit Organization·Willoughby
AMERICAN LEGION
Nonprofit Organization·WILLOUGHBY
AMERICAN LEGION
Nonprofit Organization·Mentor
American Legion 214 Palmer-Roberts
Nonprofit Organization·Willoughby
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Willoughby
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Wickliffe
American Measuring Tool Manufacturers Association
Nonprofit Organization·Mentor
AMERICAN MUTUAL LIFE ASSOCIATION
Nonprofit Organization·Mentor
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·MENTOR
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·Willoughby
AMERICAN SOCIETY OF MEDIA PHOTOGRAPHERS INC
Nonprofit Organization·Willoughby
AMSCO EMPLOYEES GOOD NEIGHBOR FUND
Nonprofit Organization·Mentor
AMVETS
Nonprofit Organization·Mentor
AMVETS
Nonprofit Organization·MENTOR
AMVETS
Nonprofit Organization·Mentor
AMVETS POST 109
Nonprofit Organization·MENTOR
Amvets Post 40
Nonprofit Organization·Mentor
AMY RITTENHOUSE BUDDING DANCE SCHOLARSHIP FUND
Nonprofit Organization·Willoughby
ANCHOR FOUNDATION
Nonprofit Organization·Concord Township
ANDREWS OSBORNE ACADEMY
Nonprofit Organization·WILLOUGHBY
ANDREWS SCHOOL ALUMNAE ASSOCIATION
Nonprofit Organization·WILLOUGHBY
ANSOM FOUNDATION
Nonprofit Organization·MENTOR
AQUA AMIGOS SCUBA CLUB
Nonprofit Organization·Wickliffe
ARCH MINISTRIES
Nonprofit Organization·Mentor