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Richard Albert Allridge

Allridge Wealth Management, Inc.

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About Richard Albert Allridge

Richard Albert Allridge is an investment advisor representative with Allridge Wealth Management, Inc. based in Oakton, Virginia. Richard Albert Allridge is a Certified Financial Planner and has been in the industry since 2000. Richard Albert Allridge is registered to provide investment advisory services in Virginia. Richard Albert Allridge has passed the Series 65 exam.

Firm Information

Richard Allridge is currently registered with Allridge Wealth Management, Inc.. Allridge Wealth Management, Inc. is an investment advisor with 2 investment advisor representatives. They manage approximately $66,630,011 in regulatory assets under management for 145 accounts. The firm offers portfolio management for individuals. They primarily serve high-net-worth individuals (21 clients) and individuals other than high-net-worth (13 clients).

$66.63M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Richard Allridge’s Registration & Firm History

VA

10/09/2001 - Present

Allridge Wealth Management, Inc. (OAKTON VA)

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Licenses & Designations

IA

Issued 06/08/1995

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Albert Allridge.
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