Member · Clear Ridge Wealth Management, LLC
Michelle L. Eldridge
CRD 4389009 · 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 Michelle L. Eldridge on its Form ADV as Member, a control person.
Firms and roles
- Clear Ridge Wealth Management, LLCMemberWealth manager · Kalamazoo, MI · $245M in regulatory assets
AtlasMembers
Michelle’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Michael L. BrundageMember / Chief Compliance Officer, 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 Michelle’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.