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Richard Warren Allridge

Allridge Wealth Management, Inc.

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About Richard Warren Allridge

Richard Allridge is a financial advisor with Allridge Wealth Management, Inc. in Bethesda, MD. Richard has been in the industry since 2013. Richard is a Certified Financial Planner and holds the Series 63, Series 7, and SIE licenses.

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

MD

01/30/2018 - Present

Allridge Wealth Management, Inc. (Bethesda MD)

VA

08/20/2015 - 12/27/2016

VOYA FINANCIAL ADVISORS, INC. (WARRENTON VA)

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Licenses & Designations

BC

Issued 09/25/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/27/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Warren Allridge.
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