Ridgeline Wealth Advisors, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Raleigh, NC. Its latest Form ADV filing, dated March 23, 2026, reports $189M in regulatory assets under management, 7 employees, 5 offices, and 709 accounts.
Assets Under Management
$189M
Employees
7
Offices
5 offices
Total Clients
199
Primary office
RALEIGH, NC
7500 SIX FORKS RD, SUITE 100, RALEIGH, NC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
128
2
HNWI
35.7%
71
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of March 23, 2026
Discretionary100.0%
$189M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$189M
Total Accounts709
10Y AUM Change+$71M (+60.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee28:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.