LAKERIDGE WEALTH MANAGEMENT LLC

MENTOR, Ohio·2 registered advisors·CRD# 314071
SEC# 801-1213737(440) 510-1901
01

Firm Overview

AUM
$606M
Regulatory assets under management
Employees
20
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LAKERIDGE WEALTH MANAGEMENT LLC

2 registered advisors
Brian William Distler
MENTOR, Ohio
Travis H Flandermeyer
MENTOR, Ohio
05

Office Locations

MENTOR, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. LAKERIDGE WEALTH MANAGEMENT LLC (CRD# 314071) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.