Richard A. Allridge

ALLRIDGE WEALTH MANAGEMENT

OAKTON, VA

CRD#: 1717797

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Professional summary

Richard Albert Allridge, CFP® is a registered financial advisor currently at ALLRIDGE WEALTH MANAGEMENT, INC located in Oakton, Virginia.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Richard has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Albert Allridge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1985

Experience

Current

October 9, 2001 - Present

ALLRIDGE WEALTH MANAGEMENT, INC

RIA

CRD#: 117249

OAKTON, VA

Past

March 6, 2000 - February 13, 2023

CENTURY FINANCIAL GROUP, LLC.

RIA

CRD#: 116529

FAIRFAX, VA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(10/9/2001)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/8/1995

Uniform Investment Adviser Law Examination

Current Firm

ALLRIDGE WEALTH MANAGEMENT, INC

ALLRIDGE & ASSOCIATES, P.C. | ALLRIDGE WEALTH MANAGEMENT, P.C. | ALLRIDGE WEALTH MANAGEMENT, INC

CRD#: 117249 / SEC#: 801-135547

Maryland

Registered Investment Advisory firm - (1/21/1994 Approved)

Virginia

Registered Investment Advisory firm - (6/12/2001 Approved)

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Contact information

Main Address

20130 Lakeview Center Plaza 400, Ashburn, VA 20147

Mailing Address

Phone number

(703) 840-5500

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/11/2026)

Regulatory assets under management

Total Number of Accounts	129
AUM (Assets Under Management)	$ 103,273,487

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard A. Allridge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Albert Allridge's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLRIDGE WEALTH MANAGEMENT, INC

CENTURY FINANCIAL GROUP, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/1995

Current Firm

ALLRIDGE WEALTH MANAGEMENT, INC

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALLRIDGE WEALTH MANAGEMENT, INC

TRUST BUT VERIFY

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