Crestridge Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Crestridge Wealth Advisors, LLC is a state-registered investment adviser that offers investment management and comprehensive financial planning services to individual and high-net-worth clients. The firm’s ADV notes it had no assets under management as of December 31, 2025.
The firm primarily practices passive investment management, building asset-allocation portfolios using index mutual funds and ETFs, while employing fundamental and cyclical analysis to inform portfolio construction and security selection. Like many investment managers, it charges percentage-of-AUM fees for portfolio management, and it also provides client-tailored planning engagements on either a fixed-fee or hourly basis.
A distinctive feature disclosed in the brochure is an affiliation with a separate, full-service CPA firm owned by the firm’s managing member; the ADV notes that referrals between the two entities can create a potential conflict of interest, although clients are not required to use both firms. The firm is a single-advisor operation and its business-continuity disclosures state the business depends on that individual’s capabilities and does not have a plan for continuation in the event of the managing member’s death, a consideration for clients evaluating operational resilience.
Client services
Expertise
Fee options
Financial planning fixed fees range between $25,000 and $250,000, negotiable
$1 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001 - $50,000,000: 0.65% annually $50,000,001 - $100,000,000: 0.60% annually $100,000,001+: Negotiable
$300.00 per hour for financial planning services, negotiable
Fee-only: Financial planning hourly rate of $300.00 per hour; fixed financial planning fees ranging from $25,000 to $250,000, negotiable
Main office
1334 Brittmoore Road, Suite 2604
Houston TX 77043
Advisors at this office
1
Most active in
Texas
Also doing business as
Baldridge Financial LLC · Crestridge Wealth Advisors, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Quick links
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