Richard Allridge has been President of Allridge Wealth Management, P.C. since January 2021, is a control person of the firm and directly owns under 5% of it. Richard Allridge holds a Bachelor's degree from Saint Joseph's University.
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 W. Allridge is President of Allridge Wealth Management, Inc., based in Ashburn, Virginia. He leads all aspects of the firm's operations and client experience, manages its back-office operations and is its primary liaison with Charles Schwab & Co. He has been in the financial services industry since 2012.
Richard Allridge’s longest registration is the current one, 8 years at Allridge Wealth Management, P.C. since 2018.
- Century Financial Group, LLC.– · 5 yearsFairfax, VA · Adviser representative · Firm CRD 116529
- – present · 8 yearsBethesda, MD · Adviser representative · Firm CRD 117249
Professional designations
Listed by Allridge Wealth Management, P.C.
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Richard Allridge is registered as an investment adviser representative in 2 states. Each was approved in January 2018.
- MarylandSince 30 January 2018
- VirginiaSince 30 January 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 25 September 2015 |
| Series 7 | General Securities Representative Examination | 20 August 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Richard Warren Allridge
- CRD
- 6121407
- Firm
- Allridge Wealth Management, P.C. · CRD 117249
- Role
- President
- Office
- 3 Bethesda Metro Center, Suite 700, Bethesda, MD 20814
- Registration
- Investment adviser registration
- In the industry since
- September 2016
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- allridgewealth.com
Where does Richard Allridge work?
Richard Allridge has been President of Allridge Wealth Management, P.C. since January 2021, and is a control person of the firm.
Is Richard Allridge a financial advisor?
Yes. Richard Allridge has a current investment-adviser registration in Maryland and Virginia, through Allridge Wealth Management, P.C. since January 2018.
How many years of experience does Richard Allridge have?
Richard Allridge has 10 years in the financial industry, since September 2016, across 2 adviser firms.
What exams has Richard Allridge passed?
Richard Allridge has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in August 2015. FINRA credited Richard Allridge with the SIE, which began in October 2018.
Where is Richard Allridge based?
Richard Allridge’s registered office is in Bethesda, MD.
Is Richard Allridge registered with FINRA?
No. Richard Allridge has no current broker registration.
Is Richard Allridge a CFP?
Allridge Wealth Management, P.C. lists Richard Allridge with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Richard Allridge’s record?
Search CRD 6121407 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Richard Allridge’s full registration record.