Ridgeline Wealth LLC
● SEC registered since 2023CRD 318258SEC# 801-128531Mesa, AZ
Reg. AUM
$172.8M
Employees
6
Accounts
627
Location
Mesa, AZ
Ridgeline Wealth LLC assets under management
Ridgeline Wealth LLC operates as an SEC-registered investment adviser based in Mesa, AZ. The firm has been registered since 2023. It reports $172.8 million in regulatory assets under management and employs 6 people.
Ridgeline Wealth LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Will Huftalin Control | Director Of Wealth Management/Chief Compliance Officer | Over 75% | 2021 |
| Stephen Daniel Hofmann Control | Co-Owner/Managing Member | 10-25% | 2024 |
Frequently asked questions
How much does Ridgeline Wealth LLC manage?
Ridgeline Wealth LLC reports $172.8 million in regulatory assets under management on its Form ADV.
How many employees does Ridgeline Wealth LLC have?
Ridgeline Wealth LLC reports 6 employees.
Where is Ridgeline Wealth LLC located?
Ridgeline Wealth LLC is based in Mesa, AZ and has been SEC-registered since 2023.
Does Ridgeline Wealth LLC disclose fund performance?
Ridgeline Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2929 N Power Rd, Ste 101, Mesa, AZ 85215 |
| Phone | 480-779-0127 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.8M▲ 6%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$172.8Mregulatory AUM
Discretionary $168.7MNon-discretionary $4.1M