Ridgeline Private Wealth

Ridgeline Private Wealth (CRD# 318258) is a financial advisory firm headquartered in Mesa, AZ. They manage $111,606,776 in 436 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
2929 N Power Rd, Ste 101, Mesa, AZ 85215
https://www.linkedin.com/company/ridgeline-private-wealth/
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    436
    ACCOUNTS
  • Average Account Value
    $255,979
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IL, TX

Financial Advisors at Ridgeline Private Wealth
Showing 1 - 3 of 3 top financial advisors.
1
Caleb Huftalin, financial advisor Mesa AZ
Caleb W. Huftalin
CRD#: 5114075
2929 N Power Rd, Ste 101, Mesa, AZ 85215

Caleb Huftalin (CRD# 5114075) is an Investment Advisor Representative working at Ridgeline Private Wealth in Mesa, AZ and has over 12 years of experience in the finance industry.

2
Stephen Hofmann, financial advisor Rockford IL
Stephen D. Hofmann
CRD#: 6994818
7210 E State Street, Ste 102, Rockford, IL 61108

Stephen Hofmann (CRD# 6994818) is an Investment Advisor Representative working at Ridgeline Private Wealth in Rockford, IL and has 1 year of experience in the finance industry.

3
Carron Schmick, financial advisor Gilbert AZ
Carron A. Schmick
CRD#: 7584503
Gilbert, AZ

Carron Schmick (CRD# 7584503) is an Investment Advisor Representative working at Ridgeline Private Wealth in Gilbert, AZ and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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