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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LAKERIDGE WEALTH MANAGEMENT LLC

CRD 314071

MENTOR, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c85019ba-5b91-9846-82a7-e17c001f2916

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 10
On other graphs: 0
Observed: May 3, 2021 to Jun 17, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.9 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=11.0
Regulatory AUM: $805MItem 5.F on the latest filing (2026-06-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $706M
Private client RAUM: $724MderivedItem 5.D individuals plus high net worth individuals
Private client share: 90%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $67.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 22
Advisory employees: 12
Offices: 7Schedule D 1.F, beyond the principal office
Accounts: 2,706
Individual clients: 840
High net worth clients: 236
Custody, client assets: $7.3M
SEC number: 801-121373
CRD: 314071
Filings on the tape: 35
First filed: May 3, 2021
Latest filed: Jun 17, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PHILIP JOSEPH MESSURI	Certified Financial Planner	Albuquerque, NM \| MENTOR, OH	4	30	3	yes
BRIAN WILLIAM DISTLER	n/a	MENTOR, OH	4	20	5	yes
TRAVIS H FLANDERMEYER	n/a	Albuquerque, NM \| MENTOR, OH	4	17	2	yes
KAYLA ANN STOWE	Certified Financial Planner	MENTOR, OH	4	16	3	yes
JOSHUA JOSEPH HOVDA	Certified Financial Planner	Albuquerque, NM \| MENTOR, OH	4	13	2	no
Julie Marie Distler	n/a	MENTOR, OH	4	15	2	yes
ROBERT LEAHY QUINLAN	n/a	ALBUQUERQUE, NM \| MENTOR, OH	4	14	2	yes
BRANDON MATTHEW KANE	Certified Financial Planner	MENTOR, OH \| BROOMFILED, CO	4	18	6	yes
SHAE ROBERT SAXTON	n/a	MENTOR, OH \| Albuquerque, NM	2	11	n/a	yes
Dalton Cobb Herrin	n/a	Albuquerque, NM \| MENTOR, OH	2	13	n/a	no
Connie Liu Lee	Certified Financial Planner\|Chartered Financial Analyst	ALBUQUERQUE, NM \| MENTOR, OH	1	15	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DISTLER, BRIAN, WILLIAM	MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER	D	yes	05/2021	Jun 22, 2021	Dec 5, 2024
FLANDERMEYER, TRAVIS, H	MANAGING MEMBER / PRINCIPAL	D	yes	05/2021	Jun 22, 2021	Dec 5, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Albuquerque	Nm	United States	7	yes
Boulder	Co	United States	2	yes
Chardon	Oh	United States	2	yes
Geneva	Oh	United States	2	yes
Mentor	Oh	United States	2	yes
Westlake	Oh	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$805M	$706M	22	12	7	n/a	n/a
2024	Apr 9, 2025	$701M	$701M	21	12	7	n/a	n/a
2023	Feb 14, 2024	$606M	$606M	20	11	7	n/a	n/a
2022	Mar 8, 2023	$456M	$456M	18	10	8	n/a	n/a
2021	Mar 25, 2022	$228M	$228M	18	9	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$805M	$701M	15.0%	$456M	20.9%	22	21	7	7

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CETERA ADVISOR NETWORKS LLC	4	Sep 1, 2022	Aug 19, 2021	ALBUQUERQUE, NM	Team lift out	Ibd to RIA	0.9%
CETERA ADVISOR NETWORKS LLC	3	Aug 3, 2022	Aug 19, 2021	GENEVA, OH	Team lift out	Ibd to RIA	0.6%

Relationships

Registered with (12)

← Connie Liu LeeAdvisorregistration: current employment
Sep 10, 2025 to presentfactForm ADV
← Dalton Cobb HerrinAdvisorregistration: current employment
Sep 5, 2024 to presentfactForm ADV
← SHAE ROBERT SAXTONAdvisorregistration: current employment
Jan 31, 2024 to presentfactForm ADV
← MICHAEL ERNEST BANKSAdvisorregistration: previous registration
Aug 19, 2021 to Dec 31, 2021factForm ADV
← BRANDON MATTHEW KANEAdvisorregistration: previous registration
Aug 26, 2021 to Dec 31, 2021factForm ADV
← PHILIP JOSEPH MESSURIAdvisorregistration: previous registration
Aug 19, 2021 to Dec 31, 2021factForm ADV
← BRIAN WILLIAM DISTLERAdvisorregistration: previous registration
Jul 8, 2021 to Dec 31, 2021factForm ADV
← TRAVIS H FLANDERMEYERAdvisorregistration: previous registration
Jul 8, 2021 to Dec 31, 2021factForm ADV
← KAYLA ANN STOWEAdvisorregistration: previous registration
Aug 19, 2021 to Dec 31, 2021factForm ADV
← JOSHUA JOSEPH HOVDAAdvisorregistration: previous registration
Aug 19, 2021 to Dec 31, 2021factForm ADV
← Julie Marie DistlerAdvisorregistration: previous registration
Aug 19, 2021 to Dec 31, 2021factForm ADV
← ROBERT LEAHY QUINLANAdvisorregistration: previous registration
Aug 19, 2021 to Dec 31, 2021factForm ADV

Controls (2)

← DISTLER, BRIAN, WILLIAMOwnerMANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Jun 22, 2021 to Dec 5, 2024factForm ADV
← FLANDERMEYER, TRAVIS, HOwnerMANAGING MEMBER / PRINCIPAL, ownership code D, individual
Jun 22, 2021 to Dec 5, 2024factForm ADV

Moved with (1)

← CETERA ADVISOR NETWORKS LLCRegistered adviser4 advisors, team lift out
Sep 1, 2022 to Aug 19, 2021factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Feb 14, 2024
Regulatory AUM changed
Lakeridge Wealth Management Llc reported RAUM $605.8M, up 33% from $456.2M (2023-09-28 to 2024-02-14)
Form ADVobserved 5 days ago
$150M
Occurred
Mar 8, 2023
Regulatory AUM changed
Lakeridge Wealth Management Llc reported RAUM $456.2M, up 100% from $227.8M (2022-11-10 to 2023-03-08)
Form ADVobserved 5 days ago
$228M
Occurred
Sep 1, 2022
Team lift-out
4 advisors left Cetera Advisor Networks LLC (Albuquerque, NM) for Lakeridge Wealth Management LLC within 6 days
Form ADVobserved 4 days ago
4 advisors
Occurred
Aug 3, 2022
Team lift-out
3 advisors left Cetera Advisor Networks LLC (Geneva, OH) for Lakeridge Wealth Management LLC on the same day
Form ADVobserved 4 days ago
3 advisors
Occurred
Mar 25, 2022
Regulatory AUM changed
Lakeridge Wealth Management Llc reported RAUM $227.8M, up 108% from $109.5M (2022-01-09 to 2022-03-25)
Form ADVobserved 5 days ago
$118M
Occurred
Jun 22, 2021
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Lakeridge Wealth Management Llc (listed 2021-05-03, absent 2021-06-22)
Form ADVobserved 5 days ago
Occurred
Jun 22, 2021
Control person joined
William Brian Distler (Managing Member / Principal And Chief Compliance Officer) appeared on Schedule A of Lakeridge Wealth Management Llc
Form ADVobserved 5 days ago
Occurred
Jun 22, 2021
Control person joined
H Travis Flandermeyer (Managing Member / Principal) appeared on Schedule A of Lakeridge Wealth Management Llc
Form ADVobserved 5 days ago
Occurred
May 3, 2021
First Form ADV filing
Lakeridge Wealth Management Ll filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

Occurred
Oct 11, 2022
Lakeridge Wealth Management Llc reported 7 offices beyond its principal office, up from 2 (2022-04-20 to 2022-10-11)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c85019ba-5b91-9846-82a7-e17c001f2916
First observed: May 3, 2021
Last observed: Jun 17, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LAKERIDGE WEALTH MANAGEMENT LLC

CRD 314071

MENTOR, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c85019ba-5b91-9846-82a7-e17c001f2916

Data as of Jun 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PHILIP JOSEPH MESSURI

Certified Financial Planner

Albuquerque, NM | MENTOR, OH

yes

BRIAN WILLIAM DISTLER

n/a

MENTOR, OH

yes

TRAVIS H FLANDERMEYER

n/a

Albuquerque, NM | MENTOR, OH

yes

KAYLA ANN STOWE

Certified Financial Planner

MENTOR, OH

yes

JOSHUA JOSEPH HOVDA

Certified Financial Planner

Albuquerque, NM | MENTOR, OH

Julie Marie Distler

n/a

MENTOR, OH

yes

ROBERT LEAHY QUINLAN

n/a

ALBUQUERQUE, NM | MENTOR, OH

yes

BRANDON MATTHEW KANE

Certified Financial Planner

MENTOR, OH | BROOMFILED, CO

yes

SHAE ROBERT SAXTON

n/a

MENTOR, OH | Albuquerque, NM

n/a

yes

Dalton Cobb Herrin

n/a

Albuquerque, NM | MENTOR, OH

n/a

Connie Liu Lee

Certified Financial Planner|Chartered Financial Analyst

ALBUQUERQUE, NM | MENTOR, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DISTLER, BRIAN, WILLIAM

MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

05/2021

Jun 22, 2021

Dec 5, 2024

FLANDERMEYER, TRAVIS, H

MANAGING MEMBER / PRINCIPAL

yes

05/2021

Jun 22, 2021

Dec 5, 2024

City

State

Country

Employees

Also broker-dealer

Albuquerque

United States

yes

Boulder

United States

yes

Chardon

United States

yes

Geneva

United States

yes

Mentor

United States

yes

Westlake

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$805M

$706M

n/a

2024

Apr 9, 2025

$701M

n/a

2023

Feb 14, 2024

$606M

n/a

2022

Mar 8, 2023

$456M

n/a

2021

Mar 25, 2022

$228M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$805M

$701M

15.0%

$456M

20.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CETERA ADVISOR NETWORKS LLC

Sep 1, 2022

Aug 19, 2021

ALBUQUERQUE, NM

Team lift out

Ibd to RIA

0.9%

CETERA ADVISOR NETWORKS LLC

Aug 3, 2022

Aug 19, 2021

GENEVA, OH

Team lift out

Ibd to RIA

0.6%