West Ridge Advisors, Llc
- Regulatory AUM
- $396M
- Discretionary
- $238M
- Clients
- 744
- Avg AUM / client
- $532K
- Accounts
- 1,405
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Apr 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 306 | $71.3M | 18.0% |
| High net worth individuals | 55 | $114M | 28.8% |
| Pension and profit sharing plans | 383 | $211M | 53.2% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Las Vegas Urology, Llp 401(k) Profit Sharing Plan Las Vegas Urology, Llp | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Todd Stephen Udall | Managing Member | Jan 2011 (16y) | GP / trustee / elected manager of Udall Cpa Group, Pllc (indirect) | |
| Thomas Mark Udall | Managing Member | Jan 2011 (16y) | GP / trustee / elected manager of Udall Cpa Group, Pllc (indirect) | |
| Alan Glen Erickson | Managing Member | Feb 2012 (15y) | GP / trustee / elected manager of Udall Cpa Group, Pllc (indirect) | |
| Michael Dean Nestman | Managing Director/Chief Compliance Officer | CFP | Dec 2015 (11y) | Less than 5% |
| Curtis Kolby Udall | Managing Member | Aug 2022 (4y) | GP / trustee / elected manager of Udall Cpa Group, Pllc (indirect) | |
| Fraser Edwards Inouye | Registered representative | Jan 2017 (10y) | ||
| Brian J Stoker | Registered representative | Feb 2020 (6y) | ||
| Joshua James Robinson | Registered representative | CFP | Apr 2022 (4y) | |
| Stephen David Udall | Registered representative | Jul 2025 (1y) | ||
| Cameron Paul Steed | Registered representative | Jul 2025 (1y) | ||
| Dexter Skipper Wadsworth | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Udall Cpa Group, Pllc | Member | Dec 2016 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Las Vegas Urology, Llp 401(k) Profit Sharing Plan | Las Vegas Urology, Llp | 121 | $21.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/01/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $170M (43% of AUM) Apr 2026
- Fidelity Retirement $104M (26% of AUM) Apr 2026
- Comerica Inc. $27.8M (7% of AUM) Apr 2026
- Fidelity Investments $25.6M (6% of AUM) Apr 2026
- Advisortrust, Inc. $22.0M (6% of AUM) Apr 2026
- Pcs Retirement Llc $22.0M (6% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 01, 2026.
View current Form ADV (SEC/IAPD) ↗