Michael
Nestman
West Ridge Advisors
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About this Advisor
Michael Nestman is a certified financial planner who works in Henderson, Nevada, with 7 years of relevant experience. Nestman is an advisor for West Ridge Advisors. Throughout their career, they have worked at Arista Wealth Management, West Ridge Advisors, LLC and Udall Cpa Group, Pllc. Nestman maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Nevada. West Ridge Advisors is a financial advisory company based in Henderson, NV. The investment advisory business has offices in three locations and a total of 10 financial advisors. It administers $153 million in assets under management across its 566 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 566 customer accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets. The company has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules largely depend on which services the firm provides the client. Fees charged by West Ridge Advisors likely are comprised of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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West Ridge Advisors Brokerage Details
$153,301,195
10
566
$270,850
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Nestman Work History
Michael has been registered as a financial advisor for 7 years.*
Udall Cpa Group, Pllc
West Ridge Advisors, LLC
Arista Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Nestman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at West Ridge Advisors
Henderson, NV
Midvale, UT
Henderson, NV
Midvale, UT
Henderson, NV
Henderson, NV
Henderson, NV
Gilbert, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
