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RIDGELINE PRIVATE WEALTH
Legal name: RIDGELINE WEALTH LLC
CRD 318258File 801-128531
APPROVED
Retail clients
Filing as of Mar 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$172.8M
Bottom 25% of cohort (national)
Discretionary AUM
$168.7M
Non-discretionary $4.1M
Clients
186
627 accounts
Employees
6
Below cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jul 21, 2023
- Principal office
- 2929 N POWER RD, STE 101, MESA, AZ, 85215
- Phone
- 480-779-0127
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $172.8M
- Discretionary AUM
- $168.7M
- Non-discretionary AUM
- $4.1M
- Discretionary accounts
- 596
- Non-discretionary accounts
- 31
- Total accounts
- 627
- AUM per client
- $929K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $15K |
| High net worth individuals | 60 | $134.0M |
| Individuals (other than high net worth individuals) | 125 | $38.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — FLAT FEE
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.