ALLRIDGE WEALTH MANAGEMENT, P.C.
DBA: ALLRIDGE WEALTH MANAGEMENT, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $103.3M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $103.3M |
| Client Accounts | 129 |
| Avg Account Size | $801K |
| Employees | 2 |
| Peak AUM | $103.3MFeb 2026 |
AUM by Client Type
Total AUM
$103M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $103M | 0.0% | — | — | — |
| Non-Disc. AUM | $103M | 0.0% | |||
Key Metrics
| Total AUM | $103.3M |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 129 |
Contact & Location
Address
20130 LAKEVIEW CENTER PLAZA
ASHBURN VA 20147
Phone
703-840-5500
Filing History
3 ADV Part 1 submissions
Fee Structure
% of AUMHourly
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$0
0.0% of AUM
Non-Discretionary
$103M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported