Allridge Wealth Management, P.C. provides portfolio management for individuals and small businesses.
Allridge Wealth Management, P.C. reports 31 clients. They include 31 high-net-worth individuals. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $103M across 129 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | 2% |
| High-net-worth individuals | 100% | 98% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $2.08M | 2.0% | — |
| High-net-worth individuals | 31 | $101M | 98.0% | $3.26M |
| Total | 31 | $103M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $2.08M
- AUM share
- 2.0%
- Avg. per client
- —
- Clients
- 31
- Regulatory AUM
- $101M
- AUM share
- 98.0%
- Avg. per client
- $3.26M
Total
- Clients
- 31
- Regulatory AUM
- $103M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Allridge Wealth Management, P.C. charges 0.45%–1.00% for its Assets Under Management (Continuing Services Agreement). The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
| Asset band | Rate (period not stated) |
|---|---|
| $0–$1.5M | 1.00% |
| $1.5M–$2.5M | 0.75% |
| $2.5M–$4M | 0.50% |
| $4M and above | 0.45% |
Fee details and sources
Richard Allridge owns 75% or more of Allridge Wealth Management, P.C.. The leadership team of Allridge Wealth Management, P.C. includes President Richard Allridge. It has 2 employees.
Leadership
Richard AllridgePresident- Richard AllridgeSecretary-Treasurer and CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Allridge Wealth Management, P.C.
Richard Allridge
Control person · since April 2000
Besides its headquarters, Allridge Wealth Management, P.C. has 1 office (1 private residence, listed without an address), with 1 listed address in Virginia.
Virginia · 1 listed address
- 20130 Lakeview Center Plaza, 400, AshburnHQ
Contact and registration details
- Legal name
- Allridge Wealth Management, P.C.
- Headquarters
- 20130 Lakeview Center Plaza, 400, Ashburn, VA 20147
- Website
- allridgewealth.com
- Phone
- 703-840-5500
- SEC file
- 801-135547
- Structure
- Virginia corporation
- Fiscal year end
- December
Allridge Wealth Management, P.C. uses Charles Schwab ($103M) as custodian for its separately managed accounts. Allridge Wealth Management, P.C. does not have custody of client assets.
- Charles SchwabCharles Schwab, & Co · San Francisco, CA · $103M100%
At year end, Allridge Wealth Management, P.C.’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks3%
- Funds93%
- Cash4%
How many clients does Allridge Wealth Management, P.C. have?
Allridge Wealth Management, P.C. has 31 clients and manages $103 million for them, as of March 2026. They include 31 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Allridge Wealth Management, P.C. offer?
Allridge Wealth Management, P.C. provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Allridge Wealth Management, P.C. charge?
Allridge Wealth Management, P.C. charges 0.45%–1.00% for its Assets Under Management (Continuing Services Agreement). The brochure does not state whether the rate is annual. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does Allridge Wealth Management, P.C. use?
Allridge Wealth Management, P.C.’s separately managed account assets are held at Charles Schwab, & Co (San Francisco, CA), with $103M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Allridge Wealth Management, P.C. have?
Allridge Wealth Management, P.C. has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Allridge Wealth Management, P.C. invest in?
At the end of its last fiscal year, Allridge Wealth Management, P.C.’s separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents and 3% exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Allridge Wealth Management, P.C.?
Allridge Wealth Management, P.C.’s direct owner is Richard Allridge (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Allridge Wealth Management, P.C. get paid?
Allridge Wealth Management, P.C. is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Allridge Wealth Management, P.C. registered with the SEC?
Yes, Allridge Wealth Management, P.C. has been registered with the SEC as an investment adviser since 25 March 2026. Its CRD number is 117249 and its SEC file number is 801-135547.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Allridge Wealth Management, P.C.?
Allridge Wealth Management, P.C.’s main office is at 20130 Lakeview Center Plaza, 400, Ashburn, VA 20147. Its phone number is 703-840-5500. Its website is allridgewealth.com.