Unclaimed Profile

Caleb Will Huftalin

RIDGELINE WEALTH LLC·MESA, Arizona

SIE, Series 7, Series 66CFPClean record14 years registeredRIDGELINE WEALTH LLC

2929 N POWER RD, STE 101, MESA, AZ 85215CRD# 5114075Firm CRD# 318258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Caleb Will Huftalin · MESA, AZ

Registration

CRD #5114075 · RIDGELINE WEALTH LLC · 14 years registered

Brand Profile

Not yet started

Career History

RIDGELINE PRIVATE WEALTH

Mar 2022 – present

CATALYST WEALTH MANAGEMENT

Apr 2018 – Apr 2022

Mesa, AZ

KALOS MANAGEMENT

Dec 2015 – Jul 2018

Gilbert, AZ

TRIAD ADVISORS, INC.

Dec 2011 – Dec 2015

Suwanee, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · December 7, 2011

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIDGELINE WEALTH LLC

CRD 318258 · SEC 801-128531

AUM

$112M

Regulatory assets under management

Employees

436 client accounts

Services offered by RIDGELINE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RIDGELINE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Caleb Will Huftalin offer?

Caleb Will Huftalin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MESA, Arizona for a consultation.

What are Caleb Will Huftalin's credentials?

Caleb Will Huftalin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Caleb Will Huftalin located?

Caleb Will Huftalin is based in MESA, Arizona, working with RIDGELINE WEALTH LLC. Their office serves clients in the MESA metropolitan area and surrounding communities.

How does Caleb Will Huftalin charge for services?

Caleb Will Huftalin's firm is compensated through percentage of aum, subscription fees, other: flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIDGELINE WEALTH LLC?

RIDGELINE WEALTH LLC has approximately 6 employees and manages $112M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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