Overview

StoneRidge Wealth Management is a fee based advisory firm with approximately $415 AUM. We are affiliated with LPL, and are currently #60 of approx. 20,000 registered LPL advisors. We actively manage our client's portfolios and meet with our clients every quarter. We have four offices: main office Beaverton, Oregon, and satellite offices in Vancouver Wa. , Lloyd Center (eastside downtown Portland) and Bethany. Van Mason is President and Managing Partner. Amy Treat is a partner, and also COO. We have three supporting staff, and one staff advisor. We are recognized at LPL as having one of the most efficient and best organized practices. Amy Treat has been a featured speaker at several LPL national conferences, giving presentations on our marketing programs and administrative efficiencies. We are looking to expand our practice in the greater Portland area.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...