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RIDGELINE WEALTH ADVISORS, LLC.

CRD 284843 · SEC 801-130251

Visit website

7500 SIX FORKS RD, SUITE 100, RALEIGH, NC, 27615, United States

Phone

919-782-0494

Fax

919-930-8925

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$189.0M

Discretionary AUM

$189.0M

Team

7 total employees; 4 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals128$39.8M
High net worth individuals71$148.3M

States served

NC, TN, VA, TX

All web addresses on file

Official SEC filing: View on IAPD