LAKERIDGE WEALTH MANAGEMENT LLC

CRD 314071File 801-121373

APPROVED

Retail clients

Custody

Filing as of Jun 17, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$805.4M

Above cohort median (national)

Discretionary AUM

$706.0M

Non-discretionary $99.3M

Clients

1,139

2,706 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jun 2, 2021
Principal office: 7470 CENTER ST, MENTOR, OH, 44060
Phone: (440) 510-1901
Website: https://lakeridgewm.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $805.4M
Discretionary AUM: $706.0M
Non-discretionary AUM: $99.3M
Discretionary accounts: 1,244
Non-discretionary accounts: 1,462
Total accounts: 2,706
AUM per client: $707K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	16	$14.0M
Charitable organizations	5	$12.4M
High net worth individuals	236	$497.4M
Pension and profit sharing plans	42	$55.2M
Individuals (other than high net worth individuals)	840	$226.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	21	22	increased by1
Apr 1, 2026	Clients	1,068	1,139	increased by71
Apr 1, 2026	AUM	$700,523,160	$805,361,469	increased by$104,838,309
Apr 1, 2026	Accounts	2,542	2,706	increased by164
May 1, 2025 vs Oct 1, 2022	Employees	18	21	increased by3
May 1, 2025 vs Oct 1, 2022	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	342	1,068	increased by726
May 1, 2025 vs Oct 1, 2022	AUM	$227,780,536	$700,523,160	increased by$472,742,624
May 1, 2025 vs Oct 1, 2022	Accounts	732	2,542	increased by1,810
Apr 1, 2022	Employees	12	18	increased by6
Apr 1, 2022	Clients	169	342	increased by173
Apr 1, 2022	AUM	$109,512,350	$227,780,536	increased by$118,268,186
Apr 1, 2022	Accounts	345	732	increased by387
Dec 1, 2021	Registration	APPROVED-120	APPROVED
Nov 1, 2021	AUM	$0	$109,512,350	increased by$109,512,350

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “LAKERIDGE WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LAKERIDGE WEALTH” may also match similarly-named firms). Confirm identity against each filing.

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.