EAGLE RIDGE WEALTH ADVISORS

EAGLE RIDGE WEALTH ADVISORS is an SEC-registered investment adviser (CRD 165660). Regulatory assets under management: $52.5M.

Registration

• CRD: 165660
• Type: Registered investment adviser
• Phone: 309-857-7745
• Latest filing: 2026-01-06
• Regulatory AUM: $52.5M
• Discretionary AUM: $52.5M
• Clients: 3
• Accounts: 190

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165660 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search