{"url":"https://nivawealth.com/firms/west-ridge-advisors-282718","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/282718","regulatoryAum":396019216,"crd":"282718","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6712357","suffix":null,"lastName":"ERICKSON","firstName":"ALAN","middleName":"GLEN"},{"crd":"6712356","suffix":null,"lastName":"Inouye","firstName":"Fraser","middleName":"Edwards"},{"crd":"5861780","suffix":null,"lastName":"NESTMAN","firstName":"MICHAEL","middleName":"DEAN"},{"crd":"6473876","suffix":null,"lastName":"ROBINSON","firstName":"JOSHUA","middleName":"JAMES"},{"crd":"8126238","suffix":null,"lastName":"Steed","firstName":"Cameron","middleName":"Paul"},{"crd":"5515350","suffix":null,"lastName":"STOKER","firstName":"BRIAN","middleName":"J"},{"crd":"7618748","suffix":null,"lastName":"Udall","firstName":"Curtis","middleName":"Kolby"},{"crd":"8117554","suffix":null,"lastName":"Udall","firstName":"Stephen","middleName":"David"},{"crd":"6712358","suffix":null,"lastName":"Udall","firstName":"Thomas","middleName":"Mark"},{"crd":"3265982","suffix":null,"lastName":"UDALL","firstName":"TODD","middleName":"STEPHEN"},{"crd":"8138671","suffix":null,"lastName":"Wadsworth","firstName":"Dexter","middleName":"Skipper"}],"total":11,"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"},"history":[{"filedOn":"2021-06-01","regulatoryAum":143119501,"clients":434,"employees":7,"offices":4},{"filedOn":"2022-03-28","regulatoryAum":171596856,"clients":624,"employees":8,"offices":4},{"filedOn":"2023-03-20","regulatoryAum":153301195,"clients":566,"employees":10,"offices":4},{"filedOn":"2024-03-29","regulatoryAum":188574674,"clients":594,"employees":11,"offices":5},{"filedOn":"2025-07-24","regulatoryAum":268069576,"clients":623,"employees":10,"offices":5},{"filedOn":"2026-04-01","regulatoryAum":396019216,"clients":744,"employees":13,"offices":6}],"secFileNumber":"801-118247","legalName":"West Ridge Advisors, LLC","displayName":"West Ridge Advisors","slug":"west-ridge-advisors-282718","website":"https://westridgeadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/282718/3d2a8143e3c4545b-r1.webp","tone":"light","width":945,"height":200,"sourceUrl":"https://www.westridgeadvisors.com","sourceLabel":"West Ridge Advisors, website"},"classification":{"segment":"institutions","segmentLabel":"Institutional","type":"institutional_wealth_manager","typeLabel":"OCIO / institutional wealth","feeDisclosure":"payment_only"},"founded":null,"organization":"Nevada limited liability company","fiscalYearEnd":"December","headquarters":{"street":"1528 W. Warm Springs RD #120","city":"Henderson","state":"NV","stateName":"Nevada","country":"United States","postalCode":"89014"},"tradeNames":[],"registration":{"secApproved":"13 March 2020","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":513879.64265927975,"staff":{"employees":13,"advisory":13,"brokerDealerReps":0,"insuranceAgents":4,"promoters":0},"aum":{"regulatory":396019216,"discretionary":238274266,"discretionaryAccounts":1140,"nonDiscretionary":157744950,"nonDiscretionaryAccounts":265,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":306,"regulatoryAum":71292385},{"label":"High-net-worth individuals","clients":55,"regulatoryAum":114218166},{"label":"Pension and profit-sharing plans","clients":383,"regulatoryAum":210508665}],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Advisortrust, Inc.","shortName":"Advisortrust","location":"Sioux Falls, SD","smaAssets":21985501},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":170440000},{"name":"Fidelity Investments","shortName":"Fidelity","location":"Cincinnati, OH","smaAssets":25597000},{"name":"PCS Retirement","shortName":"PCS Retirement","location":"Philadelphia, PA","smaAssets":21985501},{"name":"Comerica","shortName":"Comerica","location":"Detroit, MI","smaAssets":27773808},{"name":"Fidelity Retirement Platform","shortName":"Fidelity","location":"Fairfield, CT","smaAssets":103918678}],"custodyNote":"West Ridge Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Michael Nestman","title":"Managing Director/Chief Compliance Officer","crd":"5861780"}],"ownership":[{"label":"Udall CPA Group, PLLC","detail":"Member in the 75% or more ownership band and a control person, since December 2016."},{"label":"Michael Nestman","detail":"Indirect owner: managing member of Udall CPA Group, PLLC and a control person, since January 2019.","parent":"Udall CPA Group, PLLC"},{"label":"Todd Udall","detail":"Indirect owner: managing member of Udall CPA Group, PLLC and a control person, since January 2011.","parent":"Udall CPA Group, PLLC"},{"label":"Thomas Udall","detail":"Indirect owner: managing member of Udall CPA Group, PLLC and a control person, since January 2011.","parent":"Udall CPA Group, PLLC"},{"label":"Alan Erickson","detail":"Indirect owner: managing member of Udall CPA Group, PLLC and a control person, since February 2012.","parent":"Udall CPA Group, PLLC"},{"label":"Curtis Udall","detail":"Indirect owner: managing member of Udall CPA Group, PLLC and a control person, since December 2023.","parent":"Udall CPA Group, PLLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":5,"privateResidences":0},"listedOfficeAddresses":6,"foreignOffices":[],"officesByState":[{"state":"Arizona","offices":2,"addresses":[{"street":"1425 S Higley Road #106","city":"Gilbert"},{"street":"9465 E. Ironwood Square DR.","city":"Scottsdale"}]},{"state":"Nevada","offices":2,"addresses":[{"street":"1528 W. Warm Springs RD #120","city":"Henderson","headquarters":true},{"street":"1140 N Town Center, Suite 180","city":"Las Vegas"}]},{"state":"Utah","offices":1,"addresses":[{"street":"7396 S Union Park Ave # 101","city":"Midvale"}]},{"state":"Washington","offices":1,"addresses":[{"street":"1602 Ne Calavista St.","city":"Poulsbo"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"702-547-9483","stateRegisteredReps":13,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)","Educational seminars/workshops"],"financialPlanningClients":"1-10","assetMix":[{"label":"Exchange-traded equity securities","percent":14},{"label":"Non-exchange-traded equity securities","percent":5},{"label":"Investment grade corporate bonds","percent":2},{"label":"Securities issued by registered investment companies or business development companies","percent":79}],"privateFunds":0},"sources":{"adv1FilingDate":"1 April 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/282718/PDF/282718.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-21","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does West Ridge Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does West Ridge Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does West Ridge Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does West Ridge Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does West Ridge Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns West Ridge Advisors?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does West Ridge Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact West Ridge Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 1 April 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."}