Clear Ridge Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning.
Clear Ridge Wealth Management reports 132 clients. They include 72 high-net-worth individuals, 59 individual clients and 1 charitable organization. Of its assets, 98.2% ($240M across 419 accounts) are managed with discretion; $4.3M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 45% | 9% |
| High-net-worth individuals | 55% | 91% |
| Charitable organizations | <1% | 0% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 59 | $22.1M | 9.0% | $375K |
| High-net-worth individuals | 72 | $223M | 91.0% | $3.09M |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | $0 |
| Total | 132 | $245M | 100% | — |
- Clients
- 59
- Regulatory AUM
- $22.1M
- AUM share
- 9.0%
- Avg. per client
- $375K
- Clients
- 72
- Regulatory AUM
- $223M
- AUM share
- 91.0%
- Avg. per client
- $3.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- $0
Total
- Clients
- 132
- Regulatory AUM
- $245M
- 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
- Financial planning clients last fiscal year
- 0
Clear Ridge Wealth Management charges 0.40%–0.90% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$2M | 0.90% |
| $2M–$5M | 0.70% |
| $5M and above | 0.40% |
Fee details and sources
Other fees
- Financial Planning Services
- Stand-alone financial planning is billed hourly at $200 to $500 an hour, or as a fixed fee typically ranging from $1,500 to $5,000.
Michael Brundage owns 50% to 75% of Clear Ridge Wealth Management. The leadership team of Clear Ridge Wealth Management includes Chief Compliance Officer Michael Brundage. It has 4 employees, 3 of them in advisory roles.
Leadership
Michael BrundageMember / Chief Compliance Officer
Michelle EldridgeMember
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 3 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Clear Ridge Wealth Management, LLC
Michael Brundage
Control person · since August 2014
- Owns 50% to 75% of Clear Ridge Wealth Management, LLC
Michelle Eldridge
Control person · since October 2014
Clear Ridge Wealth Management’s regulatory assets grew 2.2× from $110M (April 2021) to $245M (March 2026); clients rose from 90 to 132 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $245M | 132 | 4 | 1 |
| February 2025 | $200M | 118 | 4 | 1 |
| March 2024 | $182M | 113 | 3 | 1 |
| March 2023 | $154M | 111 | 3 | 1 |
| March 2022 | $151M | 98 | 3 | 1 |
| April 2021 | $110M | 90 | 3 | 1 |
Besides its headquarters, Clear Ridge Wealth Management has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 259 E. Michigan Avenue, Suite 105, KalamazooHQ
Contact and registration details
- Legal name
- Clear Ridge Wealth Management, LLC
- Headquarters
- 259 E. Michigan Avenue, Suite 105, Kalamazoo, MI 49007
- Website
- clearridgewm.com
- Phone
- 269-381-1700
- @clear-ridge-wealth-management
- SEC file
- 801-121285
- Founded
- 2014
- Structure
- Michigan LLC
- Fiscal year end
- December
Clear Ridge Wealth Management uses Charles Schwab ($158M, 65%) and Fidelity ($84.9M, 35%) as custodians for its separately managed accounts. Clear Ridge Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $158M65%
- FidelityNational Financial Services LLC · Boston, MA · $84.9M35%
At year end, Clear Ridge Wealth Management’s separately managed accounts were mostly in funds (70%) and stocks (15%).
What the accounts hold
- Stocks15%
- Funds70%
- Bonds5%
- U.S. government and agency bonds3%
- State and local bonds2%
- Cash10%
How many clients does Clear Ridge Wealth Management have?
Clear Ridge Wealth Management has 132 clients and manages $245 million for them, as of March 2026. They include 72 high-net-worth individuals, 59 individual clients and 1 charitable organization.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Clear Ridge Wealth Management offer?
Clear Ridge Wealth Management provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Clear Ridge Wealth Management charge?
Clear Ridge Wealth Management charges 0.40%–0.90% a year for its Investment Management Services. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: CLEAR RIDGE WEALTH MANAGEMENT, LLC, filed 27 March 2026
Which custodians does Clear Ridge Wealth Management use?
Clear Ridge Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $158M and National Financial Services LLC (Boston, MA), with $84.9M. 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 Clear Ridge Wealth Management have?
Clear Ridge Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 3 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 Clear Ridge Wealth Management invest in?
At the end of its last fiscal year, Clear Ridge Wealth Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 15% exchange-traded equities, 10% cash and equivalents, 3% U.S. government and agency bonds and 2% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Clear Ridge Wealth Management?
Clear Ridge Wealth Management’s direct owners are Michael Brundage (50% to 75%) and Michelle Eldridge (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Clear Ridge Wealth Management get paid?
Clear Ridge Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. 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
How do I contact Clear Ridge Wealth Management?
Clear Ridge Wealth Management’s main office is at 259 E. Michigan Avenue, Suite 105, Kalamazoo, MI 49007. Its phone number is 269-381-1700. Its website is clearridgewm.com.