WEST Ridge Advisors
SEC RegisteredCreating a Financial Plan for Financial Freedom
About the firm
Westridge Advisors is dedicated to providing investment management and strategic wealth planning, striving to be each client's trusted advisor. The firm focuses on understanding client goals and developing plans to reach them, implementing recommendations and monitoring progress.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investments, financial planning, retirement planning, managing finances, asset allocation, business succession planning, and charitable giving
Who they serve
Individual clients with financial and life goals, including investors, retirees, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 306 | $71M |
| High Net Worth Individuals | 55 | $114M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 383 | $211M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $499,999 | 1.50% |
| $500,000 - $999,999 | 1.25% |
| $1,000,000 - $9,999,999 | 1.00% |
| $10,000,000 - $19,999,999 | 0.75% |
| $20,000,000 and above | — |
Data as of April 1, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEST Ridge Advisors has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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