# Eagle Ridge Wealth Advisors

Eagle Ridge Wealth Advisors is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/eagle-ridge-wealth-advisors

## Regulatory record

- **CRD number:** 165660
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/165660

## About

EAGLE RIDGE WEALTH ADVISORS is a state-registered investment adviser with $52 million in regulatory assets under management. The firm has 3 employees and 1 investment adviser. It operates with a small team.

## Questions

### What investment strategies does Eagle Ridge Wealth Advisors employ?

Public filings for RIAs indicate typical investment strategies include management of individual securities, mutual funds, exchange-traded funds (ETFs), and separately managed accounts across equities, fixed income, and alternative investments. The firm's specific asset allocation approach is not publicly documented.

### Where is Eagle Ridge Wealth Advisors headquartered?

The firm's headquarters location is not publicly disclosed in available records. As a US-registered RIA, it maintains an address for regulatory filings, but that address has not been confirmed through public sources.

### What are the typical minimum investment thresholds for clients?

No information regarding minimum investment requirements for Eagle Ridge Wealth Advisors has been found in public records. Industry standards for multi-family offices often require at least $5 million to $25 million in investable assets, but specific thresholds for this firm remain unknown.

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Last updated: 2026-07-06T01:24:15.680Z

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