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WEST RIDGE ADVISORS
Legal name: WEST RIDGE ADVISORS, LLC
CRD 282718File 801-118247
APPROVED
Retail clients
Filing as of Apr 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$396.0M
Below cohort median (national)
Discretionary AUM
$238.3M
Non-discretionary $157.7M
Clients
744
1,405 accounts
Employees
13
Above cohort median in NV
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 13, 2020
- Principal office
- 1528 W. WARM SPRINGS RD #120, HENDERSON, NV, 89014
- Phone
- (702) 547-9483
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $396.0M
- Discretionary AUM
- $238.3M
- Non-discretionary AUM
- $157.7M
- Discretionary accounts
- 1,140
- Non-discretionary accounts
- 265
- Total accounts
- 1,405
- AUM per client
- $532K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $114.2M |
| Pension and profit sharing plans | 383 | $210.5M |
| Individuals (other than high net worth individuals) | 306 | $71.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.