RIDGELINE WEALTH ADVISORS, LLC.

Overview

Ridgeline Wealth Advisors, LLC operates as an independent registered investment adviser serving individual and family clients. The firm blends traditional financial planning and portfolio management with insurance brokerage capabilities, positioning itself to advise on both investment strategy and insurance solutions. Advisory services explicitly include financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity centers on pooled public vehicles—primarily mutual funds—and a targeted use of third‑party alternative managers to broaden return sources and manage risk. Fee arrangements are flexible, incorporating percentage‑of‑AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing asset management relationships and project-based planning work. Ridgeline does not identify as an active ESG investor and operates as a single‑owner, independent RIA.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices