# Allridge Wealth Management

Allridge Wealth Management is a Multi Family Office based in Ashburn, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Ashburn, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** allridge.com

## Regulatory record

- **CRD number:** 117249
- **SEC file number:** 801-135547
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-27T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117249

## About

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.

## Sectors

- Multi-Asset
- Public Equities
- Fixed Income
- Private Markets
- Real Estate

## People

- Jeffrey Applegate — Chief Investment Officer
- James L. Bashaw — Chief Executive Officer

## 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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Last updated: 2026-07-06T01:24:11.129Z

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