Clear Ridge Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$244,630,166
Clients
131
Advisors
3
of 4 employees
About
Clear Ridge Wealth Management advises individuals, qualified retirement plans, trusts, charitable organizations, corporations and small businesses, serving both standard and high-net-worth individual clients. The firm delivers discretionary and non‑discretionary investment management alongside financial planning, preparing written investment policy statements and providing ongoing portfolio monitoring and client review meetings.
The firm’s investment approach is rooted in Modern Portfolio Theory and a belief in market efficiency, implementing diversified, buy-and-hold allocations primarily through low‑cost, passively managed mutual funds and ETFs, with Dimensional funds used in many portfolios. For clients with tax-sensitive positions or fixed‑income needs, Clear Ridge may retain third‑party managers, hold individual bonds or equities for tax or personal reasons, and uses Monte Carlo analysis to inform asset allocation decisions.
Operating with three advisors and roughly $244 million in assets under management, Clear Ridge relies on a formal sub‑advisory and back‑office relationship with Focus Partners Advisor Solutions—including model portfolios and a documented succession arrangement—which is central to its operational model. The firm routinely provides financial planning for managed clients at no additional charge and commonly delegates fixed‑income portfolio management to third‑party managers, practices that differentiate it from many similarly sized peers.
Client services
Expertise
Fee options
Financial planning fixed fees typically range from $1,500 to $5,000 depending on client circumstances
$0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%
$200 to $500 per hour depending on client circumstances
Account minimum: $10,000 annual fee minimum (no minimum account size) Minimum fee: Minimum annual fee of $10,000 for Investment Management Services Fee-only: Investment management fees based on assets under management; financial planning fees charged separately as hourly or fixed fees; no commissions or markups received.
Main office
259 E. Michigan Avenue, Suite 105
Kalamazoo MI 49007
Advisors at this office
3
Most active in
Florida · Michigan · Texas
Also doing business as
Clear Ridge Wealth Management, LLC · Rise Financial, LLC · Rise Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Lori H
Series 65
Kalamazoo, MI
Clear Ridge Wealth Management, LLC
Lori Hannemann is a Series 65-licensed advisor with Clear Ridge Wealth Management, LLC in Kalamazoo, MI, where she has worked for 10 years. She has one year of industry experience and previously worked with Prince of Peace Lutheran Church for four years. Clear Ridge Wealth Management serves individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses, offering both discretionary and non-discretionary investment management and financial planning. The firm’s investment approach is based on Modern Portfolio Theory and market efficiency, utilizing diversified, buy-and-hold strategies primarily with low-cost, passively managed mutual funds and ETFs.
Michelle E
CFA®
Kalamazoo, MI
Clear Ridge Wealth Management, LLC
Michelle Eldridge is a CFA® charterholder with 15 years of experience in financial advising. She has been with Clear Ridge Wealth Management, LLC since 2014. Outside of her advisory role, she serves as a board director at Mercantile Bank and is a member of the investment committees for both the Kalamazoo Valley Community College Foundation and the Western Michigan University Foundation. Clear Ridge Wealth Management provides investment management and financial planning services to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, Modern Portfolio Theory approach focused on broad diversification and passive asset-class funds, often utilizing Dimensional Fund Advisors funds and ETFs, and benefits from an integrated relationship with Focus Partners Advisor Solutions for sub-advisory and operational support.
Michael B
CFP®, Series 65
Kalamazoo, MI
Clear Ridge Wealth Management, LLC
Michael Brundage is a CFP®-certified financial advisor with 11 years of industry experience, currently practicing at Clear Ridge Wealth Management, LLC since 2014. He serves as a trustee and finance committee member for the Gull Lake Community Schools Foundation, where he reviews the investment portfolio. Clear Ridge Wealth Management provides investment management and financial planning to individuals, retirement plans, trusts, nonprofits, corporations, and small businesses, employing a long-term, Modern Portfolio Theory approach with broad diversification and passive asset-class funds. The firm integrates services with Focus Partners Advisor Solutions for sub-advisory portfolios and back-office support.
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