Overridge Wealth Advisors
Founded in 1970, OverRidge Wealth Advisors is more than just a Investment Management firm. We’re a team of specialists whose first commitment is always to our clients and their financial needs. Planning and investing for the future can be overwhelming and, at times, frightening – that’s why we’re dedicated to understanding your financial needs, goals and comfort level with risk first. Advisory services offered through Lee Johnson Capital Management, LLC d/b/a OverRidge Wealth Advisors, an SEC-registered investment adviser.
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Verified contacts
6
available on Kipplo
LinkedIn employees
10
1 to 10 range
Open roles
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no listings
Distinct roles
6
indexed titles
Tech stack
0
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
6 contacts with verified email or phone · masked until revealed.
- AH
Andy Heinz
President Chief Executive Officer · General Business & Management
EmailPhone - DP
Dane Petty
Chief Operating Officer Chief Compliance Officer · General Business & Management
EmailPhone - BK
Bruce Knapp
Research Analyst · Finance & Accounting
EmailPhone - HH
Hayden Heinz
Investment Advisor Representative · Finance & Accounting
EmailPhone - JM
Judy Marquardt
Client Services · Customer/Client Service
EmailPhone - MM
Maureen Maidlow
Investment Advisor · Finance & Accounting
EmailPhone
Showing 6 of 6 verified contacts
Top roles at Overridge Wealth Advisors
6 distinct titles indexed · top 6 shown.
- 1chief operating officer chief compliance officer
- 1client services
- 1investment advisor
- 1investment advisor representative
- 1president chief executive officer
- 1research analyst
Sign up to unlock all 6 contacts at Overridge Wealth Advisors
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