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Richard Allridge

Secretary-Treasurer and CCO at Allridge Wealth Management, P.C. in Oakton, VA

Investment adviser registrationUpdated

Richard Allridge is Secretary-Treasurer and CCO of Allridge Wealth Management, P.C., an investment adviser managing $103M, and works from its Oakton, VA office. Richard Allridge has been registered as an investment adviser representative through Allridge Wealth Management, P.C. since 9 October 2001, has 26 years in the industry across 2 firms and has passed the Series 65.

26
Years in industry
25
Years at firm
2
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Richard Allridge has been Secretary-Treasurer and CCO of Allridge Wealth Management, P.C. since April 2000, is a control person of the firm and directly owns 75% or more of it.

Allridge Wealth Management, P.C. is an Ashburn, VA firm with $103M under management, 31 clients and 2 advisers across 2 offices, as of its March 2026 filing.

Richard Allridge’s longest registration is the current one, 25 years at Allridge Wealth Management, P.C. since 2001. Before joining Allridge Wealth Management, P.C. in 2001, Richard Allridge was registered through Century Financial Group, LLC.

  1. Allridge Wealth Management, IncCurrent
    – present · 25 years
    Oakton, VA · Adviser representative · Firm CRD 117249
  2. Century Financial Group, LLC.
    – · 22 years
    Fairfax, VA · Adviser representative · Firm CRD 116529

Credentials and registrations

Investment adviser representative registrations

Richard Allridge is registered as an investment adviser representative in Virginia, since October 2001.

  • VirginiaSince 9 October 2001

Examinations

Series 658 June 1995
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Richard Albert Allridge
CRD
1717797
Firm
Allridge Wealth Management, P.C. · CRD 117249
Role
Secretary-Treasurer and CCO
Office
Oakton, VA
Registration
Investment adviser registration
In the industry since
March 2000
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Richard Allridge work?

Richard Allridge has been Secretary-Treasurer and CCO of Allridge Wealth Management, P.C. since April 2000, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 27 March 2026

Is Richard Allridge a financial advisor?

Yes. Richard Allridge has a current investment-adviser registration in Virginia, through Allridge Wealth Management, P.C. since October 2001.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Richard Allridge have?

Richard Allridge has 26 years in the financial industry, since March 2000, across 2 adviser firms.

Source: IAPD individual record, checked 22 October 2026

What exams has Richard Allridge passed?

Richard Allridge passed the Series 65 in June 1995.

Source: IAPD individual record, checked 22 October 2026

Where is Richard Allridge based?

Richard Allridge’s registered office is in Oakton, VA.

Source: IAPD individual record, checked 22 October 2026

Is Richard Allridge registered with FINRA?

No. Richard Allridge has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Richard Allridge’s record?

Search CRD 1717797 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Allridge’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Allridge Wealth Management, P.C.

Sources

  1. IAPD individual record, CRD 1717797, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Allridge Wealth Management, P.C., filed 27 March 2026. Title, control and ownership bands.
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