{
  "crd_number": 284843,
  "slug": "ridgeline-wealth-advisors-llc-raleigh-nc-284843",
  "primary_business_name": "RIDGELINE WEALTH ADVISORS, LLC.",
  "legal_name": "RIDGELINE WEALTH ADVISORS, LLC.",
  "dbas": [
    "RIDGELINE WEALTH ADVISORS"
  ],
  "city": "Raleigh",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "39580",
  "metro": {
    "cbsa_code": "39580",
    "common_name": "Raleigh",
    "msa_name": "Raleigh-Cary, NC",
    "path": "/advisors/nc/raleigh"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-14",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-14",
  "carried_forward": false,
  "raum_total": 189030298.0,
  "raum_discretionary": 189030298.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 979904.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 39798254.0,
      "count": 128
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 148252140.0,
      "count": 71
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 0
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://instagram.com/onadventurepodcast",
    "https://linkedin.com/IN/LIFEINMOTION",
    "https://ridgelinewealthadvisors.com",
    "https://youtube.com/@OnAdventurePodcast"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284843",
  "city_as_filed": "RALEIGH",
  "url": "https://advisorcensus.com/firm/ridgeline-wealth-advisors-llc-raleigh-nc-284843",
  "display_name": "Ridgeline Wealth Advisors, LLC.",
  "summary": "Ridgeline Wealth Advisors, LLC. is an SEC-registered investment advisory firm in Raleigh, NC, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.",
  "citation": "AdvisorCensus. Ridgeline Wealth Advisors, LLC. (CRD 284843): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Ridgeline Wealth Advisors, LLC. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Ridgeline Wealth Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Ridgeline Wealth Advisors, LLC. charge?",
      "a": "Its Form ADV Part 2A brochure dated July 14, 2026 states: Hourly rate: $500 an hour (financial planning services); Flat fee: $600 to $10,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Ridgeline Wealth Advisors, LLC. located?",
      "a": "Ridgeline Wealth Advisors, LLC.'s principal office is in Raleigh, NC, according to its Form ADV."
    },
    {
      "q": "Is Ridgeline Wealth Advisors, LLC. registered with the SEC or a state?",
      "a": "Ridgeline Wealth Advisors, LLC. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284843."
    },
    {
      "q": "How much does Ridgeline Wealth Advisors, LLC. manage?",
      "a": "Ridgeline Wealth Advisors, LLC. reports $189,030,298 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Ridgeline Wealth Advisors, LLC.'s assets and staff changed since 2024?",
      "a": "In the Form ADV data for Ridgeline Wealth Advisors, LLC.: Regulatory assets under management: $117,692,225 in the October 2024 data and $189,030,298 in the October 2026 data, up 61%. Total employees: 4 in October 2024 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Ridgeline Wealth Advisors, LLC. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (71)."
    },
    {
      "q": "Which custodians does Ridgeline Wealth Advisors, LLC. use?",
      "a": "Ridgeline Wealth Advisors, LLC.'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."
    },
    {
      "q": "Does Ridgeline Wealth Advisors, LLC. report any disciplinary disclosures?",
      "a": "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/284843"
    },
    {
      "q": "Does Ridgeline Wealth Advisors, LLC. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 14, 2026 says: \"There are no minimum investment amounts or conditions required to establish an account managed by Ridgeline Wealth Advisors.\""
    },
    {
      "q": "What changed in Ridgeline Wealth Advisors, LLC.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $141,672,307 to $189,030,298 (+33%)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 117692225.0,
      "total_employees": 4,
      "filing_date": "2024-09-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 141672307.0,
      "total_employees": 5,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 189030298.0,
      "total_employees": 7,
      "filing_date": "2026-07-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $141,672,307 to $189,030,298 (+33%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 14, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $500 an hour (financial planning services)",
      "Flat fee: $600 to $10,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There are no minimum investment amounts or conditions required to establish an account managed by Ridgeline Wealth Advisors."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $500 an hour (financial planning services)"
        ],
        "quotes": [
          "Ridgeline Wealth Advisors provides financial planning services under an hourly fee arrangement of $500 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $600 to $10,000 (financial planning services)"
        ],
        "quotes": [
          "There is a range to the amount of this fixed fee. The minimum fixed fee is generally $600, and the maximum fixed fee is generally no more than $10,000"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 600.0,
          "max": 10000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "There are no minimum investment amounts or conditions required to establish an account managed by Ridgeline Wealth Advisors.",
      "Ridgeline Wealth Advisors provides financial planning services under an hourly fee arrangement of $500 per hour.",
      "There is a range to the amount of this fixed fee. The minimum fixed fee is generally $600, and the maximum fixed fee is generally no more than $10,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/ridgeline-wealth-advisors-llc-raleigh-nc-284843.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 128,
      "fewer_than_5": false,
      "raum": 39798254.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 71,
      "fewer_than_5": false,
      "raum": 148252140.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 979904.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/284843",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}