CLEAR RIDGE WEALTH MANAGEMENT, LLC

Overview

Clear Ridge Wealth Management, LLC is an independent, owner-operated Registered Investment Adviser that registered with the SEC in 2021 and positions itself as a capital allocator for high-net-worth individuals, families and select institutional clients. The firm’s advisory work centers on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers and managers where appropriate. Fee arrangements include a percentage-of-AUM component alongside hourly and fixed-fee engagements, giving the firm flexibility to serve both ongoing wealth management relationships and project-based planning work. Investment activity is concentrated around public mutual funds for core exposure, with active use of third‑party managers to source and place alternative investments. Clear Ridge is not an ESG-focused manager and does not report being a multi-state adviser; it runs predominantly discretionary mandates and emphasizes outsourced manager selection when allocating to private or illiquid strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices