Ridgeline Wealth Advisors, LLC.
● SEC registered since 2024CRD 284843SEC# 801-130251Raleigh, NC
Reg. AUM
$189M
Employees
7
Accounts
709
Location
Raleigh, NC
Ridgeline Wealth Advisors, LLC. assets under management
Ridgeline Wealth Advisors, LLC. is a registered investment adviser overseen by the SEC based in Raleigh, NC. The firm has been registered since 2024. It reports $189 million in regulatory assets under management and employs 7 people.
Ridgeline Wealth Advisors, LLC. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Eli Self Control | Managing Member/Chief Compliance Officer | Over 75% | 2016 |
| Michael F Perkins | Member | 10-25% | 2016 |
Frequently asked questions
How much does Ridgeline Wealth Advisors, LLC. manage?
Ridgeline Wealth Advisors, LLC. reports $189 million in regulatory assets under management on its Form ADV.
How many employees does Ridgeline Wealth Advisors, LLC. have?
Ridgeline Wealth Advisors, LLC. reports 7 employees.
Where is Ridgeline Wealth Advisors, LLC. located?
Ridgeline Wealth Advisors, LLC. is based in Raleigh, NC and has been SEC-registered since 2024.
Does Ridgeline Wealth Advisors, LLC. disclose fund performance?
Ridgeline Wealth Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7500 Six Forks Rd, Suite 100, Raleigh, NC 27615 |
| Phone | 919-782-0494 |
| Fax | 919-930-8925 |
| Office hours | 8:00 To 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$189M▲ 61%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$189Mregulatory AUM
Discretionary $189M