# Lakeridge Wealth Management

Lakeridge Wealth Management is a Bank / Wealth / Trust based in Mentor, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Mentor, United States
- **Region:** North America
- **Address:** Mentor, OH, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** lakeridgewm.com
- **LinkedIn:** https://www.linkedin.com/company/lakeridge-wealth-management

## Regulatory record

- **CRD number:** 314071
- **SEC file number:** 801-121373
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Founded in July 2021, Lakeridge Wealth Management is a registered investment advisor headquartered in Mentor, Ohio. The firm was established during a wave of advisor breakaways and new RIA formations that followed the pandemic-era recalibration of client-service expectations. Its founding team operates as a local fiduciary, offering financial planning and portfolio management to individuals, high-net-worth families, and closely held businesses concentrated in northeastern Ohio. The firm's advisory model integrates retirement-income planning, tax-aware investment allocation, and ongoing portfolio supervision. Unlike institutional allocators or multi-family offices that layer alternatives and direct deals into client portfolios, Lakeridge's public disclosures indicate a focus on traditional liquid securities, model portfolios, and goals-based planning frameworks. Lakeridge does not publish its regulatory assets under management, team headcount, or named principals through its public-facing materials. The firm's operational footprint appears confined to its single Mentor office, serving clients across the Cleveland-Akron-Canton corridor. Its positioning — registered with the SEC or state securities authority, offering advisory rather than purely transactional broker-dealer services — places it in the broad middle market of American wealth managers rather than the multi-family-office or institutional-consulting segments tracked by allocators. The structural differentiator for Lakeridge is negative space: it does not operate as a multi-family office, does not pool client capital into proprietary funds, and does not maintain a presence in private markets or alternatives sourcing. For a peer family office or institutional allocator, Lakeridge would register as a local competitor for ultra-high-net-worth relationships only if those clients prioritize in-person Ohio-based service over institutional capabilities — a posture that makes the firm representative of the fragmented, relationship-driven RIA landscape across the American Midwest.

## Questions

### What investment stages or asset classes does Lakeridge typically target?

Based on its regulatory classification and public descriptions, Lakeridge focuses on traditional liquid asset classes — equities, fixed income, and mutual-fund or ETF model portfolios — allocated through a goals-based planning lens. There is no indication the firm sources or participates in private equity, venture capital, direct real estate, or alternative-investment structures.

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Updated: 2026-08-11T02:43:31.692Z

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