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RIDGELINE PRIVATE WEALTH
2929 N Power Rd, Ste 101
Mesa, Arizona 85215
Tel: 480-779-0127
About RIDGELINE PRIVATE WEALTH
RIDGELINE PRIVATE WEALTH, formally registered with the SEC as RIDGELINE PRIVATE WEALTH. The firm was established in 07/21/2023. They have over 3 offices throughout the country.
RIDGELINE PRIVATE WEALTH is a Mesa, Arizona based Financial Planning firm with nearly $162,315,717 assets under management, offering retirement planning & investment advisory services to 556 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318258 |
| SEC# | 801-128531 |
| Assets Managed by Firm | $162,315,717 |
| No. of Clients | 556 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Other (FLAT FEE)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 556 | $162,315,717 |
| Individuals (other than high net worth individuals) | 114 | $30,972,994 |
| High net worth individuals | 55 | $129,564,358 |
| Corporations or other businesses | 1 | $1,778,365 |
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