A complete list of active advisors currently associated with WealthRidge Investments LLC

Warmer can help you find a great advisor at WealthRidge Investments LLC or one who fits your needs even better.

WealthRidge Investments LLC is an independent investment adviser that provides discretionary asset management and financial planning and consulting to individuals, high‑net‑worth individuals, and business entities. The firm offers ongoing portfolio management as well as standalone full financial plans and topic‑specific consultations for clients who do not have assets under management. The firm manages accounts on a discretionary basis and may appoint third‑party sub‑advisors to manage all or a portion of client portfolios while retaining overall client responsibility and the authority to terminate those sub‑advisors. Its investment process references fundamental and cyclical analysis and Modern Portfolio Theory, and may include long‑ and short‑term holdings and options strategies; clients may impose written investment restrictions and financial plans are delivered within about 30 days when engaged. Compared with many independent advisers, WealthRidge’s brochure indicates it is not designated as a solo practitioner—an uncommon attribute among peers—and the firm is newly formed and currently reports no assets under management or clients. The principal also operates an affiliated insurance agency (allocating a small percentage of time to that activity) and a separate landlord business, and the firm does not vote client proxies (clients receive and vote their own proxy materials).

To learn more about the advisors currently working at WealthRidge Investments LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Nino Lekarczyk	Burr Ridge, IL	7

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