# SOUTHRIDGE WEALTH MANAGEMENT LLC

SOUTHRIDGE WEALTH MANAGEMENT LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 136707
- Type: SEC-registered investment adviser
- SEC file number: 801-67366
- Location: 850 THIRD AVENUE, 16TH FLOOR, NEW YORK, NY, 10022
- Phone: 212-994-9870
- Latest filing: 2011-10-10
- Regulatory AUM: $2.5M
- Discretionary AUM: $2.5M
- Clients: 1
- Accounts: 3

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| NORTH THADDEUS JAMES | CHIEF COMPLIANCE OFFICER | — |
| SARGENT HENRY BARRY | CHIEF COMPLIANCE OFFICER | — |
| HICKS STEPHEN MURRAY | OWNER, 100% | — |
| BYL MICHAEL JAMES | MANAGING MEMBER; MANAGING MEMBER, CEO, CHIEF COMPLIANCE OFFICER | — |
| CARRARA MATTHEW ANTHONY | CEO | — |
| HOWARD HENRY | SENIOR VICE PRESIDENT | — |
| GEORGE MICHAEL MARKOFF | SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136707/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136707/similar
- Related entities: https://search.stillhousedata.com/firm/136707/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136707

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.