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RIDGELINE PRIVATE WEALTH

MESA, AZ · CRD 318258 · IAPD ↗ · 480-779-0127

$172.8MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — RIDGELINE PRIVATE WEALTH notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2026 — RIDGELINE PRIVATE WEALTH notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
February 2025 — RIDGELINE PRIVATE WEALTH reported RAUM up 45% ($111.6M -> $162.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.