Allridge Wealth Management, Inc.

Allridge Wealth Management, Inc. (CRD# 117249) is a financial advisory firm headquartered in Ashburn, VA. They manage $30,751,375 in 70 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $439,305
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Allridge Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Richard A. Allridge
CRD#: 1717797
Oakton, VA

Richard Allridge (CRD# 1717797) is an Investment Advisor Representative working at Allridge Wealth Management, Inc. in Oakton, VA and has over 27 years of experience in the finance industry. Richard Allridge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard W. Allridge
CRD#: 6121407
3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814

Richard Allridge (CRD# 6121407) is an Investment Advisor Representative working at Allridge Wealth Management, Inc. in Bethesda, MD and has over 7 years of experience in the finance industry. Richard Allridge has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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