| Name | Title | Ownership | Since |
|---|---|---|---|
| Joshua Eli Self Control | Managing Member/Chief Compliance Officer | Over 75% | 2016 |
| Michael F Perkins | Member | 10-25% | 2016 |
Ridgeline Wealth Advisors, LLC. reports $141.7 million in regulatory assets under management on its Form ADV.
Ridgeline Wealth Advisors, LLC. reports 5 employees.
Ridgeline Wealth Advisors, LLC. is based in Raleigh, NC and has been SEC-registered since 2024.
Ridgeline Wealth Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 7500 Six Forks Rd, Suite 100, Raleigh, NC 27615 |
| Phone | 919-782-0494 |
| Fax | 919-930-8925 |
| Office hours | 8:00 To 5:00 |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $141.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $141.7M |