Lakeridge Wealth Management LLC

CRD 314071 · Mentor, OH · $805.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 314071
SEC number: 801-121373
Firm type: RIA
Assets under management: $805.4M as of Jun 17, 2026
Website: www.facebook.com/DoctorsFR ↗
Phone: (440) 510-1901
Address: 7470 Center St, Mentor, OH, 44060

Advisors at this firm

11 in our index · page 1 of 1

Brian William DistlerCRD 4823861 · Mentor, OH

IA RegisteredBroker
Julie Marie DistlerCRD 6827377 · Mentor, OH

IA RegisteredBroker
Travis H FlandermeyerCRD 5576345 · Albuquerque, NM

IA RegisteredBroker
Joshua Joseph HovdaCRD 6166943 · Albuquerque, NM

IA RegisteredRegistration inactive
Dalton Cobb HerrinCRD 6397188 · Albuquerque, NM

IA Registered
Brandon Matthew KaneCRD 5058872 · Broomfiled, CO

IA RegisteredBroker
Connie Liu LeeCRD 8156598 · Albuquerque, NM

IA Registered
Philip Joseph MessuriCRD 2701121 · Albuquerque, NM

IA RegisteredBroker
Robert Leahy QuinlanCRD 6954409 · Albuquerque, NM

IA RegisteredBroker
Shae Robert SaxtonCRD 7408424 · Albuquerque, NM

IA RegisteredBroker
Kayla Ann StoweCRD 5872772 · Mentor, OH

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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