Clear Ridge Wealth Management Employee Directory

Financial ServicesMichigan, United States2-10 Employees

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.

Find Clear Ridge Wealth Management employees' phone numbers or email addresses

Clear Ridge Wealth Management Global Highlights

Location
Employees

North America
7

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  • United States Of America
    7

Clear Ridge Wealth Management's Leadership

  • Stylized image of a person
    M. B.
    Co-Founder
    Phone icon
  • Stylized image of a person
    L. H.
    Business Manager
    Phone icon
  • Stylized image of a person
    M. W.
    Principal
    Phone icon
  • Stylized image of a person
    C. T.
    Certified Financial Planner
    Phone icon

Clear Ridge Wealth Management Employee Metrics

100%
50%
0%
2026
2025
2024
  • Business
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Clear Ridge Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Co-Founder
    Phone icon
    United StatesMichigan
    Oct 30, 2025
  • Stylized image of a person
    L. H.
    Business Manager
    Phone icon
    United StatesMichigan
    Sep 08, 2025
  • Stylized image of a person
    M. W.
    Principal
    Phone icon
    United StatesNew York
    Oct 21, 2025
  • Stylized image of a person
    C. T.
    Certified Financial Planner
    Phone icon
    Oct 21, 2024

Frequently Asked Questions

What is Clear Ridge Wealth Management known for?

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Clear Ridge Wealth Management was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 259 East Michigan Avenue, Suite 105; you can contact the main corporate office by phone at . Explore Clear Ridge Wealth Management's company overview page for more information.

What is Clear Ridge Wealth Management's most common email format?

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Clear Ridge Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Clear Ridge Wealth Management email formats with LeadIQ.

How many employees does Clear Ridge Wealth Management have currently?

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Clear Ridge Wealth Management has approximately 3 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Clear Ridge Wealth Management's key employees and leadership?

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As of January 2026, Clear Ridge Wealth Management's key employees include:

  • Co-Founder: M. B.
  • Business Manager: L. H.
  • Principal: M. W.
  • Certified Financial Planner: C. T.

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