Clear Ridge Wealth Management

Financial Services • Kalamazoo, Michigan, United States • 1-10 Employees

Company overview

Headquarters	259 East Michigan Avenue, Suite 105, Kalamazoo, Mi 49007, US
Phone number	+12693811700
Website	clearridgewm.com
NAICS	52
SIC	736
Keywords	Wealth Management, Financial Planning, Investment Management
Founded	2014
Employees	1-10
Socials

Key Contact at Clear Ridge Wealth Management

Michael Brundage

Co-Founder

Clear Ridge Wealth Management Email Formats

Clear Ridge Wealth Management uses 1 email format. The most common is {last name} (e.g., doe@clearridgewm.com), used 100% of the time.

Format	Example	Percentage
{last name}	doe@clearridgewm.com	100%

About Clear Ridge Wealth Management

Clear Ridge Wealth Management provides investment management & financial planning for individuals, families, and institutional retirement plans. We most frequently assist clients with making smart investment decisions with their money/investments, minimizing income and estate taxes, transferring assets to the next generation, concerns surrounding protection of assets, and/or making significant charitable gifts. Clear Ridge Wealth Management is an independent, fee-only Registered Investment Advisor.

Clear Ridge Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Employees by Department

Clear Ridge Wealth Management has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Clear Ridge Wealth Management has never raised funding before.

Clear Ridge Wealth Management Tech Stack

Discover the technologies and tools that power Clear Ridge Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

reCAPTCHA

Security

jQuery

JavaScript libraries

Contact Form 7

Form builders

Bluehost

Hosting

Open Graph

Miscellaneous

PHP

Programming languages

Font Awesome

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WordPress

Blogs

core-js

JavaScript libraries

Frequently asked questions

Clear Ridge Wealth Management is located in Kalamazoo, Michigan, US.

You can reach Clear Ridge Wealth Management at +12693811700.

Clear Ridge Wealth Management was founded in 2014, making it 12 years old. The company has established itself as a significant player in its industry over this time.

Clear Ridge Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Clear Ridge Wealth Management

Michael Brundage

Co-Founder

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