Ridgeline Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mesa, AZ. Its latest Form ADV filing, dated March 4, 2026, reports $173M in regulatory assets under management, 6 employees, 2 offices, and 627 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.2% of total clients.
Top client categories% of clientsClients
1
Individuals
67.2%
125
2
HNWI
32.3%
60
3
Corporations
0.5%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 4, 2026
Discretionary97.6%
$169M
98% of total RAUM97.6%
Non-discretionary2.4%
$4M
2% of total RAUM2.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$173M
Total Accounts627
10Y AUM Change+$72M (+72.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change0 (0.0%)
* 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.