Stephen David Udall
Investment adviser representative at West Ridge Advisors
13 yearsExperience
1 stateRegistered in
$396MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- West Ridge AdvisorsJun 2025 to now
- Udall Cpa Group, PllcJul 2019 to now
- PwcJan 2019 to Jul 2019
- Udall Cpa Group, PllcJan 2018 to Jan 2019
- Brigham Young UniversityOct 2013 to Jan 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
West Ridge Advisors
Legal name: West Ridge Advisors, LLC
$396MAssets managed
744Clients
11Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8117554
- Firm CRD
- 282718