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Stephen Daniel Hofmann

RIDGELINE WEALTH LLC·MESA, Arizona
Clean record8 years registeredRIDGELINE WEALTH LLC
2929 N POWER RD, STE 101, MESA, AZ 85215CRD# 6994818Firm CRD# 318258

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stephen Daniel Hofmann · MESA, AZ
Registration
CRD #6994818 · RIDGELINE WEALTH LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

RIDGELINE PRIVATE WEALTH
May 2022 – present
MIDLAND FINANCIAL ADVISORS, INC.
Jul 2018 – Mar 2019
Rockford, IL
02

Registrations & Exams

Registration record
First registered · July 30, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
RIDGELINE WEALTH LLC
CRD 318258 · SEC 801-128531
AUM
$112M
Regulatory assets under management
Employees
6
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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05

Frequently Asked Questions

What services does Stephen Daniel Hofmann offer?
Stephen Daniel Hofmann specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MESA, Arizona for a consultation.
What are Stephen Daniel Hofmann's credentials?
Stephen Daniel Hofmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephen Daniel Hofmann located?
Stephen Daniel Hofmann is based in MESA, Arizona, working with RIDGELINE WEALTH LLC. Their office serves clients in the MESA metropolitan area and surrounding communities.
How does Stephen Daniel Hofmann charge for services?
Stephen Daniel Hofmann'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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Other Advisors at RIDGELINE WEALTH LLC

Caleb Will Huftalin
MESA, AZ
CFP

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