Allridge Wealth Management, Inc.

EST. AUM
$103,273,487

CONTACTS

CLIENT ACCOUNTS
129

Firm Details

Metro area Richmond
CRD Number 117249
Website allridgewealth.com
Client types

Overview

Allridge Wealth Management, Inc. is a Virginia-based, independent fee-only registered investment advisor established in 1995. The firm provides personalized financial planning and portfolio advisory services primarily to high-net-worth individuals and families. Operating as a fiduciary, it emphasizes transparency, objectivity, and client-first decision-making without commissions or proprietary products. The firm utilizes an open-architecture investment approach, primarily allocating client assets across mutual funds and ETFs. With approximately $103 million in assets under management, Allridge delivers non-discretionary portfolio guidance, working collaboratively with clients to align investments with long-term goals, including retirement, tax efficiency, estate planning, and wealth preservation.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Allridge Wealth Management, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

Products & Services

Resources

Podcasts

Events

Company