Ridgeline Private Wealth
Firm details
- Headquarters
- Mesa, Arizona
- CRD number
- 318258
- Registered since
- July 21, 2023
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI77.59%
- Individuals22.41%
- Corporations / Businesses0.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Ridgeline Private Wealth is an independent, individual-owned registered investment adviser that began SEC registration in 2023. The firm acts as a capital allocator for both high-net-worth individuals and families as well as institutional clients. Its advisory services cover financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of third-party managers. Fee arrangements include percentage-of-AUM, fixed fees and other fee structures. Ridgeline does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Exchange Traded Equities6%
- Private Funds6%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 4
Caleb Huftalin
Director of Wealth ManagementCRD 5114075
Brandon Catrett
Wealth AdvisorCRD 7016998
Stephen Hofmann
Director of Wealth PlanningCRD 6994818
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$185M in ETFs
15%
$28.5M
66%
$156M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US LARGE CAP EQUITY ETF (AVLC) | Avantis | Active | Large Blend | $42.6M | 462,669 | 23.04% |
Location
Mesa, AZ
Maricopa
Location
Mesa, AZ
Headquartered in Mesa, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2929 N Power Rd
- Time zone
- MT (UTC-7)
- Office locations
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