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Allridge Wealth Management
Allridge Wealth Management, Inc. is an SEC-registered investment adviser in Ashburn, VA, registered since 2026. The firm manages approximately $103 million...
Overview
Allridge Wealth Management, Inc. is an SEC-registered investment adviser in Ashburn, VA, registered since 2026. The firm manages approximately $103 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2001
Location
Region
North America
Country
United States
City
Ashburn
Corporate office
New York, NY, United States
Principals
Jeffrey Applegate
Chief Investment Officer
James L. Bashaw
Chief Executive Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Allridge Wealth Management?
Jeffrey Applegate, the firm's Chief Investment Officer, is responsible for all investment strategy and asset allocation decisions. He previously served as chief investment strategist at Lehman Brothers and Morgan Stanley, and was president of the Morgan Stanley Trust Company. Applegate personally oversees the firm's concentrated equity portfolios and the selection of external private market managers.
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