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RIDGELINE PRIVATE WEALTH
RIDGELINE WEALTH LLC
CRD 318258 · SEC 801-128531
2929 N POWER RD, STE 101, MESA, AZ, 85215, United States
Phone
480-779-0127
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.8M
Discretionary AUM
$168.7M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees; FLAT FEE
Org form
Limited Liability Company
Filing date
2026-03-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $38.7M |
| High net worth individuals | 60 | $134.0M |
| Corporations/business entities | 1 | $15K |
States served
AK, AZ, CA, GA, IL, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD