RIDGELINE WEALTH LLC

RIDGELINE PRIVATE WEALTH
MESA, Arizona·2 registered advisors·CRD# 318258
SEC# 801-1285312480-779-0127
01

Firm Overview

AUM
$112M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: FLAT FEE
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at RIDGELINE WEALTH LLC

2 registered advisors
Caleb Will Huftalin
MESA, Arizona
Stephen Daniel Hofmann
MESA, Arizona
05

Office Locations

MESA, Arizona
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. RIDGELINE WEALTH LLC (CRD# 318258) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.