West Ridge Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
West Ridge Advisors reports 744 clients. They include 383 pension and profit-sharing plans, 306 individual clients, and 55 high-net-worth individuals. Of its assets, 60.2% ($238M across 1,140 accounts) are managed with discretion; $158M across 265 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 41% | 18% |
| High-net-worth individuals | 7% | 29% |
| Pension and profit-sharing plans | 51% | 53% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 306 | $71.3M | 18.0% | $233K |
| High-net-worth individuals | 55 | $114M | 28.8% | $2.08M |
| Pension and profit-sharing plans | 383 | $211M | 53.2% | $550K |
| Total | 744 | $396M | 100% | $532K |
- Clients
- 306
- Regulatory AUM
- $71.3M
- AUM share
- 18.0%
- Avg. per client
- $233K
- Clients
- 55
- Regulatory AUM
- $114M
- AUM share
- 28.8%
- Avg. per client
- $2.08M
- Clients
- 383
- Regulatory AUM
- $211M
- AUM share
- 53.2%
- Avg. per client
- $550K
Total
- Clients
- 744
- Regulatory AUM
- $396M
- AUM share
- 100%
- Avg. per client
- $532K
- 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
- 1–10
West Ridge Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Udall CPA Group, PLLC owns 75% or more of West Ridge Advisors. The leadership team of West Ridge Advisors includes Chief Compliance Officer Michael Nestman. It has 13 employees.
Leadership
- Michael NestmanManaging Director/Chief Compliance Officer
Investment adviser representatives
11 representatives listed in the SEC register as of 9 October 2026.
- Alan Glen Erickson
- Fraser Edwards Inouye
- Michael Dean Nestman
- Joshua James Robinson
- Cameron Paul Steed
- Brian J Stoker
- Curtis Kolby Udall
- Stephen David Udall
- Thomas Mark Udall
- Todd Stephen Udall
- Dexter Skipper Wadsworth
Staff
- 13 employees
- 13 in advisory functions
- 13 state-registered reps
- 4 insurance agents
- Owns 75% or more of West Ridge Advisors, LLC
Udall CPA Group, PLLC
Control person · since December 2016
Michael Nestman
Managing member · Control person · since January 2019
Todd Udall
Managing member · Control person · since January 2011
Thomas Udall
Managing member · Control person · since January 2011
Alan Erickson
Managing member · Control person · since February 2012
Curtis Udall
Managing member · Control person · since December 2023
West Ridge Advisors’ regulatory assets grew 2.8× from $143M (June 2021) to $396M (April 2026); clients rose from 434 to 744 and employees from 7 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $396M | 744 | 13 | 6 |
| July 2025 | $268M | 623 | 10 | 5 |
| March 2024 | $189M | 594 | 11 | 5 |
| March 2023 | $153M | 566 | 10 | 4 |
| March 2022 | $172M | 624 | 8 | 4 |
| June 2021 | $143M | 434 | 7 | 4 |
Besides its headquarters, West Ridge Advisors has 5 offices, with 6 listed addresses across 4 states.
Arizona · 2 listed addresses
- 1425 S Higley Road #106, Gilbert
- 9465 E. Ironwood Square DR., Scottsdale
Nevada · 2 listed addresses
- 1528 W. Warm Springs RD #120, HendersonHQ
- 1140 N Town Center, Suite 180, Las Vegas
Utah · 1 listed address
- 7396 S Union Park Ave # 101, Midvale
Washington · 1 listed address
- 1602 Ne Calavista St., Poulsbo
Contact and registration details
- Legal name
- West Ridge Advisors, LLC
- Headquarters
- 1528 W. Warm Springs RD #120, Henderson, NV 89014
- Website
- westridgeadvisors.com
- Phone
- 702-547-9483
- SEC file
- 801-118247
- Structure
- Nevada LLC
- Fiscal year end
- December
West Ridge Advisors uses Charles Schwab ($170M, 46%), Fidelity ($104M, 28%) and Comerica ($27.8M, 7%), among others, as custodians for its separately managed accounts. West Ridge Advisors does not have custody of client assets.
- AdvisortrustAdvisortrust, Inc. · Sioux Falls, SD · $22M6%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $170M46%
- FidelityFidelity Investments · Cincinnati, OH · $25.6M7%
- PCS RetirementPCS Retirement · Philadelphia, PA · $22M6%
- ComericaComerica · Detroit, MI · $27.8M7%
- FidelityFidelity Retirement Platform · Fairfield, CT · $104M28%
At year end, West Ridge Advisors’ separately managed accounts were mostly in funds (79%) and stocks (19%).
What the accounts hold
- Stocks19%
- Exchange-traded equities14%
- Non-exchange-traded equities5%
- Funds79%
- Bonds2%
How many clients does West Ridge Advisors have?
West Ridge Advisors has 744 clients and manages $396 million for them, as of April 2026. They include 383 pension and profit-sharing plans, 306 individual clients, and 55 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 April 2026
What services does West Ridge Advisors offer?
West Ridge Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does West Ridge Advisors use?
West Ridge Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $170M, Fidelity Retirement Platform (Fairfield, CT), with $104M, Comerica (Detroit, MI), with $27.8M, Fidelity Investments (Cincinnati, OH), with $25.6M, Advisortrust, Inc. (Sioux Falls, SD), with $22M and PCS Retirement (Philadelphia, PA), with $22M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 April 2026
How many financial advisors does West Ridge Advisors have?
West Ridge Advisors has 13 investment adviser representatives registered with state securities authorities, out of 13 employees, and 13 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are 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 West Ridge Advisors invest in?
At the end of its last fiscal year, West Ridge Advisors’ separately managed accounts held 79% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 5% non-exchange-traded equities and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns West Ridge Advisors?
West Ridge Advisors’ direct owner is Udall CPA Group, PLLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 1 April 2026
How does West Ridge Advisors get paid?
West Ridge Advisors 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 West Ridge Advisors?
West Ridge Advisors’ main office is at 1528 W. Warm Springs RD #120, Henderson, NV 89014. Its phone number is 702-547-9483. Its website is westridgeadvisors.com.