Member / Chief Compliance Officer · Clear Ridge Wealth Management, LLC
Michael L. Brundage
CRD 6385031 · Named on Form ADV at one SEC-registered adviser
At a glance
Clear Ridge Wealth Management, LLC, an SEC-registered wealth manager based in Kalamazoo, MI with $245 million in regulatory assets, lists Michael L. Brundage on its Form ADV as Member / Chief Compliance Officer, a control person.
Firms and roles
- Clear Ridge Wealth Management, LLCMember / Chief Compliance OfficerWealth manager · Kalamazoo, MI · $245M in regulatory assets
AtlasMembers
Michael’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Michelle L. EldridgeMember, Clear Ridge Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.