Lakeridge Wealth Management Llc
- Regulatory AUM
- $805M
- Discretionary
- $706M
- Clients
- 1,139
- Avg AUM / client
- $707K
- Accounts
- 2,706
- Employees
- 22
AUM over time
Annual snapshots from Form ADV filings · as of Jun 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 840 | $226M | 28.1% |
| High net worth individuals | 236 | $497M | 61.8% |
| Pension and profit sharing plans | 42 | $55.2M | 6.86% |
| Charitable organizations | 5 | $12.4M | 1.54% |
| Corporations and other businesses | 16 | $14.0M | 1.74% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Goodwill Industries Of New Mexico 403(b) Plan Goodwill Industries Of New Mexico | 2024 |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian William Distler | Managing Member / Principal And Chief Compliance Officer | May 2021 (5y) | 50% – 75% | |
| Travis H Flandermeyer | Managing Member / Principal | May 2021 (5y) | 50% – 75% | |
| Joshua Joseph Hovda | Registered representative | CFP | Jan 2022 (5y) | |
| Julie Marie Distler | Registered representative | Jan 2022 (5y) | ||
| Kayla Ann Stowe | Registered representative | CFP | Jan 2022 (5y) | |
| Philip Joseph Messuri | Registered representative | CFP | Jan 2022 (5y) | |
| Robert Leahy Quinlan | Registered representative | Jan 2022 (5y) | ||
| Brandon Matthew Kane | Registered representative | CFP | Jan 2022 (5y) | |
| Michael Ernest Banks | Registered representative | Jan 2022 (5y) | ||
| Shae Robert Saxton | Registered representative | Jan 2024 (3y) | ||
| Dalton Cobb Herrin | Registered representative | Sep 2024 (2y) | ||
| Connie Liu Lee | Registered representative | CFP CFA | Sep 2025 (1y) |
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 |
|---|---|---|---|---|
| Goodwill Industries Of New Mexico 403(b) Plan | Goodwill Industries Of New Mexico | 442 | $2.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1010 KB | 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
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $724M (90% of AUM) Jun 2026
- Charles Schwab & Co. $80.9M (10% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Jun 17, 2026.
View current Form ADV (SEC/IAPD) ↗