West Ridge Advisors

Registered investment advisor · Henderson, Nevada · CRD #282718

Assets Under Management

$396M

Client Accounts

1,405

Employees

CRD Number

282718

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Advisortrust, Inc., Pcs Retirement, Comerica, Fidelity Investments

Source: SEC Form ADV filings. Data as of 2026-07-06.

About West Ridge Advisors

Registered Investment Advisor. West Ridge Advisors, LLC (“West Ridge”) is an investment adviser registered pursuant to the Investment Advisers Act of 1940 ... Registered Investment Advisor. West Ridge Advisors, LLC (“West Ridge”) is an investment adviser registered pursuant to the Investment Advisers Act of 1940 ... Registered Investment Advisor. West Ridge Advisors, LLC (“West Ridge”) is an investment adviser registered pursuant to the Investment Advisers Act of 1940 ...

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for West Ridge Advisors

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Frequently Asked Questions

What is West Ridge Advisors's AUM?

West Ridge Advisors reports approximately $396M in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is West Ridge Advisors headquartered?

West Ridge Advisors is headquartered in Henderson, Nevada.

What is West Ridge Advisors's CRD number?

West Ridge Advisors's CRD number is 282718. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.