North Ridge Wealth Advisors, Inc.
North Ridge Wealth Advisors, Inc. is an SEC-registered investment advisory firm headquartered in Beaverton, Oregon, serving individuals and some high-net-worth clients. Founded before 2013 (with SEC records from at least 2011), the firm operates with a small team of 3-4 employees. North Ridge offers general advisory services and investment management, emphasizing compliance and personalized service for U.S.-based investors.
Investment Strategy
North Ridge Wealth Advisors provides discretionary investment management primarily for individuals and high-net-worth clients, allocating assets across diversified portfolios. Their holdings focus on ETFs and mutual funds covering U.S. and international core equities, intermediate-term and extended duration treasuries, and other diversified asset classes. The firm emphasizes tailored portfolio construction and asset allocation based on client objectives and risk tolerance.
Top Holdings
Equity Positions (175)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 24.34% | $39.6M | 1,105,705 | $26.67 | $35.84 | +$3.6M |
D DFAX | DIMENSIONAL ETF TRUST | 8.86% | $14.4M | 491,243 | $23.39 | $29.37 | +$1.4M |
V VGIT | VANGUARD SCOTTSDALE FDS | 8.09% | $13.2M | 220,167 | $59.68 | $59.81 | +$793.3K |
E EDV | VANGUARD WORLD FD | 5.84% | $9.5M | 141,363 | $83.17 | $67.30 | +$10.2K |
D DFIC | DIMENSIONAL ETF TRUST | 5.38% | $8.8M | 281,561 | $24.53 | $31.09 | +$366.2K |