Wealth manager, independent · Ashburn, VA
Allridge Wealth Management, Inc
Allridge Wealth Management, P.C. · SEC-registered investment adviser · CRD 117249 · SEC 801-135547
At a glance
Allridge Wealth Management, Inc is an SEC-registered investment adviser based in Ashburn, Virginia, with $103 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 31 individual clients. By Form ADV it is a wealth manager, ranked 8,207th of 8,915 wealth managers and 15,333rd of 17,210 SEC-registered advisers by assets.
Main office 703-840-5500allridgewealth.comAs filed on Form ADV
- Regulatory AUM
- $103M
- Rank among wealth managers
- #8,207 of 8,915
- Rank among all SEC RIAs
- #15,333 of 17,210
- Rank in Virginia
- #277 of 300
- Individual clients
- 31
- High-net-worth clients
- 31
- Accounts
- 129
- Discretionary
- 0% of AUM
- Employees
- 2
- Advisory staff
- 2
- Offices
- 2
Owners and executives on its Form ADV
- Richard A. AllridgeSecretary-Treasurer and CCO
- Richard W. AllridgePresident
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 31 | $101M | 98% |
| Individuals | – | $2M | 2% |
Disciplinary disclosures
Allridge Wealth Management, Inc reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
Form ADV and brochures on the SEC’s adviser search ↗allridgewealth.com ↗
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The full record on Allridge Wealth Management, Inc
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 1 years of filings
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- Growth over one, three and five years
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- Rank against 4,359 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Allridge Wealth Management, Inc manage?
Allridge Wealth Management, Inc reports $103 million in regulatory assets under management across 129 accounts, on its Form ADV filed March 27, 2026.
What kind of firm is Allridge Wealth Management, Inc?
Allridge Wealth Management, Inc is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Allridge Wealth Management, Inc’s clients?
By assets, its largest client types are high-net-worth individuals ($101 million, 31 clients); individuals ($2 million).
Does Allridge Wealth Management, Inc have any disciplinary history?
Allridge Wealth Management, Inc reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Allridge Wealth Management, Inc’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →