Allridge Wealth Management, P.C.
● SEC registered since 2026CRD 117249SEC# 801-135547Ashburn, VA
Reg. AUM
$103.3M
Employees
2
Accounts
129
Location
Ashburn, VA
About Allridge Wealth Management, P.C.
Allridge Wealth Management is an independent fee-only adviser offering financial planning and investment advice for clients accumulating wealth, managing established assets, transitioning to retirement, or navigating widowhood and divorce. Services include portfolio management, retirement planning, risk management, and estate strategy.
Summary based on the firm’s website.
Allridge Wealth Management, P.C. assets under management
Allridge Wealth Management, P.C. is an investment advisory firm registered with the SEC based in Ashburn, VA. The firm has been registered since 2026. It reports $103.3 million in regulatory assets under management and employs 2 people.
Allridge Wealth Management, P.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Albert Allridge Control | Secretary-Treasurer And Cco | Over 75% | 2000 |
| Richard Warren Allridge Control | President | Under 5% | 2021 |
Frequently asked questions
How much does Allridge Wealth Management, P.C. manage?
Allridge Wealth Management, P.C. reports $103.3 million in regulatory assets under management on its Form ADV.
How many employees does Allridge Wealth Management, P.C. have?
Allridge Wealth Management, P.C. reports 2 employees.
Where is Allridge Wealth Management, P.C. located?
Allridge Wealth Management, P.C. is based in Ashburn, VA and has been SEC-registered since 2026.
Does Allridge Wealth Management, P.C. disclose fund performance?
Allridge Wealth Management, P.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20130 Lakeview Center Plaza, 400, Ashburn, VA 20147 |
| Phone | 703-840-5500 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$103.3MNo change
Feb '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,389 advisers
EmployeesTop 86%
More than 14% of 16,799 advisers
Assets under management
$103.3Mregulatory AUM
Discretionary $0Non-discretionary $103.3M