LAKERIDGE WEALTH MANAGEMENT LLC

LAKERIDGE WEALTH MANAGEMENT LLC of MENTOR, OH is an SEC-registered investment adviser (CRD 314071). Regulatory assets under management: $805.4M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (6)

NameRoleLocation
Gabrielle Ann MagdziarzCHIEF COMPLIANCE OFFICER
Brian William DistlerMANAGING MEMBER / PRINCIPAL; MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER
Travis H FlandermeyerMANAGING MEMBER / PRINCIPAL
WINN CHRISTOPHER EDWARDCHIEF COMPLIANCE OFFICER; MANAGING MEMBER
DISTLER BRIAN WILLIAMMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER
FLANDERMEYER TRAVIS HMANAGING MEMBER / PRINCIPAL

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