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Wealth Manager • Mentor, United States

Lakeridge Wealth Management

Lakeridge Wealth Management is a wealth manager based in Mentor, United States, founded in 2021. Verified contact details, AUM data, and investment preferences on FindLPs.

$228M
Assets Under Mgmt
2021
Year Founded
Wealth Manager
Investor Type
Mentor, United States
Headquarters
About

Lakeridge Wealth Management

Personalized wealth, retirement, and investment planning in Albuquerque, NM, Boulder, CO, and Mentor, OH.

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.