LAKERIDGE WEALTH MANAGEMENT LLC of MENTOR, OH is an SEC-registered investment adviser (CRD 314071). Regulatory assets under management: $805.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Gabrielle Ann Magdziarz | CHIEF COMPLIANCE OFFICER | — |
| Brian William Distler | MANAGING MEMBER / PRINCIPAL; MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| Travis H Flandermeyer | MANAGING MEMBER / PRINCIPAL | — |
| WINN CHRISTOPHER EDWARD | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER | — |
| DISTLER BRIAN WILLIAM | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| FLANDERMEYER TRAVIS H | MANAGING MEMBER / PRINCIPAL | — |
| City | State | Employees | Phone |
|---|---|---|---|
| ALBUQUERQUE | NM | 4 | (505) 717-1111 |
| GENEVA | OH | 3 | (440) 510-1901 |
| WESTLAKE | OH | 3 | (440) 510-1901 |
| CHARDON | OH | 2 | (440) 510-1901 |
| BOULDER | CO | 1 | 440-510-1901 |
| — | — | 1 | 440-510-1901 |
| — | — | 1 | 440-510-1901 |