Dakota
Dakota
Book a Demo
Talk to an Expert

North Ridge Wealth Planning

EST. AUM
$380,000,000

CONTACTS

CLIENT ACCOUNTS

Firm Details

Metro area New York City
CRD Number
Website northridgewealth.com
Client types

Overview

North Ridge Wealth Planning is a Melville, New York-based financial services firm that provides holistic wealth strategies for individuals, business owners, and corporate executives. Originally founded as North Ridge Securities Corp in 1990, the firm evolved into its current independent model under the leadership of L. Matthew Levy. As an Office of Supervisory Jurisdiction (OSJ) and Regional Director for Cetera Advisor Networks, North Ridge oversees a network of independent financial professionals. Their approach integrates investment management with complex tax, estate, and business succession planning, utilizing a "trusted partner" model to guide clients through major life transitions.

Platform Details

Investment Preferences

Alternative Activity

Address

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

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy