CLEAR RIDGE WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $244.6M |
| Discretionary | $240.3M98% of AUM |
| Non-Discretionary | $4.3M |
| Client Accounts | 425 |
| Avg Account Size | $576K |
| Employees | 4 |
| Peak AUM | $244.6MMar 2026 |
| AUM CAGR |
AUM by Client Type
Total AUM
$245M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $245M | +22.3% | +16.6% | +17.6% | |
| Discretionary AUM | $240M | ||||
Key Metrics
| Total AUM | $244.6M |
| Discretionary | $240.3M |
| Employees | 4 |
| Client Accounts | 425 |
| Client Range | 0 |
Contact & Location
Address
259 E. MICHIGAN AVENUE
KALAMAZOO MI 49007
Phone
269-381-1700
Filing History
6 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Publications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$240M
98.2% of AUM
Non-Discretionary
$4M
1.8% of AUM
Disc. mix ▲ 0.2pp 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
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported