# Ridgeline Private Wealth

> Ridgeline Private Wealth is an SEC-registered investment advisory firm in Mesa, AZ, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 318258
- Filed as: RIDGELINE PRIVATE WEALTH
- Legal name: Ridgeline Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mesa, AZ
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/318258
- AdvisorCensus page: https://advisorcensus.com/firm/ridgeline-private-wealth-mesa-az-318258

## Quick answers

**How is Ridgeline Private Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Ridgeline Private Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Ridgeline Private Wealth located?**
Ridgeline Private Wealth's principal office is in Mesa, AZ, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Ridgeline Private Wealth registered with the SEC or a state?**
Ridgeline Private Wealth is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 318258.

**How much does Ridgeline Private Wealth manage?**
Ridgeline Private Wealth reports $172,751,375 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (98% discretionary).

**How have Ridgeline Private Wealth's assets and staff changed since 2023?**
In the Form ADV data for Ridgeline Private Wealth: Regulatory assets under management: $100,413,109 in the October 2023 data and $172,751,375 in the October 2026 data, up 72%. Total employees: 6 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ridgeline Private Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); high net worth individuals (60); corporations or other businesses not listed above (1).

**Which custodians does Ridgeline Private Wealth use?**
Ridgeline Private Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ridgeline Private Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/318258

**Does Ridgeline Private Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated February 4, 2026 says: "The Firm does not require a minimum account size."

**What changed in Ridgeline Private Wealth's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 4, 2026)

- Account minimum: None

> The Firm does not require a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $172,751,375
- Discretionary: $168,691,415
- Non-discretionary: $4,059,960

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 125 | $38,705,516 |
| High net worth individuals | 60 | $134,030,676 |
| Corporations or other businesses not listed above | 1 | $15,183 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, FL, GA, IL, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Ponte Vedra, FL
- Rockford, IL

### Websites listed on Form ADV (Item 1.I)
- ridgelineprivatewealth.com
- Facebook @RidgelinePrivateWealth
- LinkedIn @ridgeline-private-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $100,413,109 | 6 | August 9, 2023 |
| October 2024 | $111,606,776 | 6 | June 11, 2024 |
| October 2025 | $162,315,717 | 6 | July 24, 2025 |
| October 2026 | $172,751,375 | 6 | March 4, 2026 |

Regulatory assets under management: $100,413,109 in the October 2023 data and $172,751,375 in the October 2026 data, up 72%.
Total employees: 6 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in WI.

### March 2026
- Employees performing advisory functions went from 5 to 4.
- Registered or notice-filed in AK.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ridgeline Private Wealth (CRD 318258): Form ADV filing data as of October 2026.