Ridgeline Private Wealth
Ridgeline Private Wealth is an SEC-registered mass-market adviser in Mesa, AZ with $172.8M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Ridgeline Private Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 318258, SEC 801-128531, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $172.8M (2026-03-04)
- Firm type
- Mass-Market Adviser
- Location
- Mesa, AZ
- Employees
- 6
- Clients
- 186
- CRD
- 318258
- Ownership
- HUFTALIN, CALEB, WILL; Hofmann, Stephen, Daniel
How much AUM does Ridgeline Private Wealth have?
Ridgeline Private Wealth reported $172.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Ridgeline Private Wealth?
Disclosed owners and executives of Ridgeline Private Wealth include HUFTALIN, CALEB, WILL, Hofmann, Stephen, Daniel. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.