Investment adviser · CRD 157516
NORTH RIDGE
Investment adviser filing (IA)
NORTH RIDGE WEALTH ADVISORS, INC.
BEAVERTON, OR, United States · Form ADV filed Feb 22, 2026
- Regulatory AUM
- $216M Form ADV · Item 5.F
- Client accounts
- 559 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 70 | $170,241,265 | 78.8% |
| Individuals | 60 | $45,268,687 | 21.0% |
| Charities | Fewer than 5 | $495,985 | 0.2% |
Filing source
Form ADV 2056642 · Feb 22, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
8285 SW NIMBUS AVENUE, SUITE 155BEAVERTON, OR, 97008, United States
CRD 157516
Filing source
Form ADV 2056642 · Feb 22, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.