RIDGELINE PRIVATE WEALTH

Overview

Ridgeline Private Wealth is an independent Registered Investment Adviser formed as a limited liability company and registered with the SEC in 2023. The firm serves both individual and family clients as well as institutional accounts and operates as a capital allocator — building portfolios with a mix of pooled public funds and selective third‑party managers. Its stated advisory capabilities include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for institutions, and selecting outside advisers for clients. Investment behavior indicates a clear preference for pooled public funds as portfolio cores, supplemented by targeted exposures where active management or specialized strategies are viewed as advantageous. The firm does not position itself as an ESG investor and, per its filing, uses percentage‑of‑AUM and fixed fee arrangements along with other fee structures. Ridgeline also offers selection-of-other-advisers services, which supports its role as allocator into third‑party mutual funds and alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices