Andrew James Woolridge

Employer firm

Cresset Asset Management, LLC CRD 288566

$78.9B regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 06/2020
  Pagnatokarp Partners, Llc
  Reston, VA
• 06/2020 → Present
  Cresset Asset Management, Llc
  Reston, VA

Previous Registrations

• 2016-09-06 → 2020-06-16
  Pagnatokarp Partners, Llc
  Reston, VA
• 2007-05-03 → 2016-08-29
  Convergent Wealth Advisors, Llc
  Potomac, MD
• 2006-08-18 → 2007-05-03
  Lydian Wealth Management Company, Llc
  Rockville, MD

Other Businesses

1. Moshannon Falls Mining, Inc; non-investment related; 12 N Front St. Clearfield, PA 16830; Real estate management; Vice president; As of 08/2009; approximately 1-5 hours per month; Assist with real estate and natural resources management activities 2. Woolridge Coal Company, Inc; non-investment related; 12 N Front St. Clearfield, PA 16830; rural real estate and natural resources management; Secretary; As of 08/2009; approximately 1-5 hours per month; Assist in the management of real estate and related natural resources holdings 3. Peerless Fuels, Inc; non-investment related; 12 N Front St. Clearfield, PA 16830; rural real estate and natural resources management; Shareholder/Treasurer; As of 08/2009; approximately 1-5 hours per month; Assist with managing primary real estate asset and related natural resources 4. Dimeling & Schrot, Inc; non-investment related; 114 S. Front St. Clearfield, PA 16830; Family-owned, personal and commercial lines independent insurance agency; Officer; As of 01/2018; approximately 1-5 hours per month; Officer of company assisting with strategic business planning

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-17
• S63 Uniform Securities Agent State Law Examination
  2000-07-14

Other Names

• Andrew Woolridge