# Ridgeline Wealth Advisors, LLC.

> 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.

- CRD: 284843
- Filed as: RIDGELINE WEALTH ADVISORS, LLC.
- Also doing business as: RIDGELINE WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Raleigh, NC
- Filing period: October 2026
- Form ADV filing dated: July 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/284843
- AdvisorCensus page: https://advisorcensus.com/firm/ridgeline-wealth-advisors-llc-raleigh-nc-284843

## Quick answers

**How is Ridgeline Wealth Advisors, LLC. compensated?**
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).

**Where is Ridgeline Wealth Advisors, LLC. located?**
Ridgeline Wealth Advisors, LLC.'s principal office is in Raleigh, NC, according to its Form ADV.

**Is Ridgeline Wealth Advisors, LLC. registered with the SEC or a state?**
Ridgeline Wealth Advisors, LLC. is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 284843.

**How much does Ridgeline Wealth Advisors, LLC. manage?**
Ridgeline Wealth Advisors, LLC. reports $189,030,298 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary).

**How have Ridgeline Wealth Advisors, LLC.'s assets and staff changed since 2024?**
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.

**What types of clients does Ridgeline Wealth Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (128); high net worth individuals (71).

**Which custodians does Ridgeline Wealth Advisors, LLC. use?**
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.

**Does Ridgeline Wealth Advisors, LLC. 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/284843

**Does Ridgeline Wealth Advisors, LLC. state an account minimum?**
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."

**What changed in Ridgeline Wealth Advisors, LLC.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $141,672,307 to $189,030,298 (+33%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated July 14, 2026)

- Account minimum: None

> There are no minimum investment amounts or conditions required to establish an account managed by Ridgeline Wealth Advisors.

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: $189,030,298
- Discretionary: $189,030,298
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 128 | $39,798,254 |
| High net worth individuals | 71 | $148,252,140 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $979,904 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ridgelinewealthadvisors.com
- Instagram @onadventurepodcast
- LinkedIn @LIFEINMOTION
- YouTube @OnAdventurePodcast

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $117,692,225 | 4 | September 3, 2024 |
| October 2025 | $141,672,307 | 5 | March 31, 2025 |
| October 2026 | $189,030,298 | 7 | July 14, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $141,672,307 to $189,030,298 (+33%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ridgeline Wealth Advisors, LLC. (CRD 284843): Form ADV filing data as of October 2026.