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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SELF, JOSHUA, ELI | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SELF, JOSHUA, ELI | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SELF, JOSHUA, ELI | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SELF, JOSHUA, ELI | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SELF, JOSHUA, ELI | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| PERKINS, MICHAEL, F | I | MEMBER | B | |
| PERKINS, MICHAEL, F | I | MEMBER | B | |
| PERKINS, MICHAEL, F | I | MEMBER | B | |
| PERKINS, MICHAEL, F | I | MEMBER | B | |
| PERKINS, MICHAEL, F | I | MEMBER | B |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (4)
NC TN TX VA
Address
7500 SIX FORKS RD, SUITE 100RALEIGH, NC 27615
United States
Phone: 919-782-0494