{"url":"https://nivawealth.com/firms/allridge-wealth-management-p-c-117249","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/117249","regulatoryAum":103273487,"crd":"117249","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"1717797","suffix":null,"lastName":"ALLRIDGE","firstName":"RICHARD","middleName":"ALBERT"},{"crd":"6121407","suffix":null,"lastName":"ALLRIDGE","firstName":"RICHARD","middleName":"WARREN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-135547","legalName":"Allridge Wealth Management, P.C.","displayName":"Allridge Wealth Management, P.C.","slug":"allridge-wealth-management-p-c-117249","website":"https://allridgewealth.com/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Virginia corporation","fiscalYearEnd":"December","headquarters":{"street":"20130 Lakeview Center Plaza, 400","city":"Ashburn","state":"VA","stateName":"Virginia","country":"United States","postalCode":"20147"},"tradeNames":[],"registration":{"secApproved":"25 March 2026","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":null,"staff":{"employees":2,"advisory":2,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"regulatory":103273487,"discretionary":0,"discretionaryAccounts":0,"nonDiscretionary":103273487,"nonDiscretionaryAccounts":129,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":null,"fewerThan5":true,"regulatoryAum":2080460},{"label":"High-net-worth individuals","clients":31,"regulatoryAum":101193027}],"feePrograms":[{"role":"main","program":"Assets Under Management (Continuing Services Agreement)","feeBasis":"marginal","fee_tiers":[{"to":1500000,"pct":1,"from":0},{"to":2500000,"pct":0.75,"from":1500000},{"to":4000000,"pct":0.5,"from":2500000},{"to":null,"pct":0.45,"from":4000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008176","versionId":1008176,"ratePeriod":"not_stated","fee_billing":"arrears","submittedOn":"2026-02-11","documentName":"ADV PART 2A","fee_rate_low":0.45,"fee_rate_high":1,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:24:51.888304+00:00","documents":[{"name":"ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008176","versionId":1008176,"submittedOn":"2026-02-11"}]},"custodians":[{"name":"Charles Schwab, & Co","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":103273487}],"custodyNote":"Allridge Wealth Management, P.C. does not have custody of client assets.","leadership":[{"name":"Richard Allridge","title":"President","crd":"6121407"},{"name":"Richard Allridge","title":"Secretary-Treasurer and CCO","crd":"1717797"}],"ownership":[{"label":"Richard Allridge","detail":"Secretary-treasurer and cco in the 75% or more ownership band and a control person, since April 2000."}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"20130 Lakeview Center Plaza, 400","city":"Ashburn","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"703-840-5500","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":93},{"label":"Cash and cash equivalents","percent":4}],"privateFunds":0},"sources":{"adv1FilingDate":"27 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/117249/PDF/117249.pdf","brochureDate":"11 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1008176","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Allridge Wealth Management, P.C. have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Allridge Wealth Management, P.C. offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Allridge Wealth Management, P.C. charge?","answer":"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.","source":"ADV PART 2A, filed 11 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Allridge Wealth Management, P.C. use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Allridge Wealth Management, P.C. have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Allridge Wealth Management, P.C. invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Allridge Wealth Management, P.C.?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Allridge Wealth Management, P.C. get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Allridge Wealth Management, P.C. registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Allridge Wealth Management, P.C.?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 27 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}