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WEST RIDGE ADVISORS, LLC, CRD 282718
HENDERSON, NV
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL DEAN NESTMAN | Certified Financial Planner | Henderson, NV | 10 | 15 | 3 | no |
| ALAN GLEN ERICKSON | n/a | HENDERSON, NV | Midvale, UT | 9 | 14 | n/a | no |
| TODD STEPHEN UDALL | n/a | HENDERSON, NV | 9 | 26 | n/a | no |
| Fraser Edwards Inouye | n/a | HENDERSON, NV | 9 | 15 | n/a | no |
| Thomas Mark Udall | n/a | Gilbert, AZ | HENDERSON, NV | 9 | 15 | n/a | no |
| BRIAN J STOKER | n/a | HENDERSON, NV | MIDVALE, UT | 6 | 18 | 3 | no |
| JOSHUA JAMES ROBINSON | Certified Financial Planner | HENDERSON, NV | Gilbert, AZ | 4 | 10 | n/a | no |
| Curtis Kolby Udall | n/a | HENDERSON, NV | 4 | 10 | n/a | no |
| Stephen David Udall | n/a | HENDERSON, NV | Gilbert, AZ | 1 | 12 | n/a | no |
| Cameron Paul Steed | n/a | Las Vegas, NV | 1 | 13 | n/a | no |
| Dexter Skipper Wadsworth | n/a | Poulsbo, WA | 0 | 10 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ERICKSON, ALAN, GLEN | MANAGING MEMBER | F | yes | 02/2012 | Feb 14, 2020 | Mar 29, 2024 |
| NESTMAN, MICHAEL, DEAN | MANAGING MEMBER | F | yes | 01/2019 | Feb 14, 2020 | Mar 29, 2024 |
| NESTMAN, MICHAEL, DEAN | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | Na | yes | 12/2015 | Feb 14, 2020 | Mar 29, 2024 |
| UDALL CPA GROUP, PLLC | Member | E | yes | 12/2016 | Feb 14, 2020 | Mar 29, 2024 |
| Udall, Curtis, Kolby | MANAGING MEMBER | F | yes | 12/2023 | Mar 29, 2024 | Mar 29, 2024 |
| Udall, Thomas, Mark | MANAGING MEMBER | F | yes | 01/2011 | Feb 14, 2020 | Mar 29, 2024 |
| UDALL, TODD, STEPHEN | MANAGING MEMBER | F | yes | 01/2011 | Feb 14, 2020 | Mar 29, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| UDALL CPA GROUP, PLLC | n/a | n/a | n/a | Y | no | n/a |
| WEST RIDGE INSURANCE, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Gilbert | Az | United States | 2 | no |
| Midvale | Ut | United States | 2 | no |
| Scottsdale | Az | United States | 1 | no |
| LAS VEGAS | Nv | United States | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Apr 1, 2026 | $396M | $238M | 13 | 13 | 5 | n/a | n/a |
| 2024 | Mar 31, 2025 | $268M | $144M | 10 | 10 | 4 | n/a | n/a |
| 2023 | Mar 29, 2024 | $189M | $131M | 11 | 9 | 4 | n/a | n/a |
| 2022 | Mar 20, 2023 | $153M | $105M | 10 | 9 | 3 | n/a | n/a |
| 2021 | Mar 28, 2022 | $172M | $119M | 8 | 7 | 3 | n/a | n/a |
| 2020 | Mar 29, 2021 | $143M | $95.3M | 7 | 6 | 3 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 9.1% | 0 | 0 | 0 | 1 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $396M | $268M | 47.7% | $153M | 37.2% | 13 | 10 | 5 | 4 |