RIDGELINE WEALTH ADVISORS, LLC.
CRD #284843 SEC #801-130251 RALEIGH, NC 919-782-0494
SEC Registered
Total AUM
$141.7M
Discretionary
$141.7M
Employees
5
Clients
0
Accounts
646
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $141.7M | $141.7M | $0 | 5 | 0 |
| Feb 2025 | $117.7M | $117.7M | $0 | 4 | 0 |
| Sep 2024 | $117.7M | $117.7M | $0 | 4 | 0 |
| Aug 2024 | $117.7M | $117.7M | $0 | 4 | 0 |
| Apr 2024 | $117.7M | $117.7M | $0 | 4 | 0 |
DateMar 2025
Total AUM$141.7M
Discretionary$141.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2024
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees4
Clients0