| Name | Title | Ownership | Since |
|---|---|---|---|
| Caleb Will Huftalin Control | Director Of Wealth Management/Chief Compliance Officer | Over 75% | 2021 |
| Stephen Daniel Hofmann Control | Co-Owner/Managing Member | 10-25% | 2024 |
Ridgeline Wealth LLC reports $162.3 million in regulatory assets under management on its Form ADV.
Ridgeline Wealth LLC reports 6 employees.
Ridgeline Wealth LLC is based in Mesa, AZ and has been SEC-registered since 2023.
Ridgeline Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2929 N Power Rd, Ste 101, Mesa, AZ 85215 |
| Phone | 480-779-0127 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $157.2M |
| Non-discretionary | $5.1M |
| Total (RAUM) | $162.3M |