# Clear Ridge Wealth Management

Clear Ridge Wealth Management is a Bank / Wealth / Trust based in Kalamazoo, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Kalamazoo, United States
- **Region:** North America
- **Address:** Kalamazoo, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** clearridgewm.com
- **LinkedIn:** https://www.linkedin.com/company/clear-ridge-wealth-management

## Regulatory record

- **CRD number:** 172689
- **SEC file number:** 801-121285
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172689

## About

Clear Ridge Wealth Management was established in 2014 as a US registered investment advisor. It delivers investment advisory services, asset management, financial planning, and portfolio management to its client base. No named principals, AUM figures, or portfolio holdings appear in available records. No offices beyond headquarters or dated events from the last 24 months are documented.

## Questions

### What services does Clear Ridge Wealth Management provide?

The firm offers investment advisory, asset management, financial planning, and portfolio management to individuals, households, and organizations.

### When was Clear Ridge Wealth Management founded?

It was established in 2014.

## Related profiles

- [ClearPoint Investment Partners](https://altss.com/profile/clearpoint-investment-partners)
- [Clear Rock Advisors](https://altss.com/profile/clear-rock-advisors)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/clear-ridge-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology