RIDGELINE WEALTH LLC
Legal name: RIDGELINE PRIVATE WEALTH
CRD #318258 SEC #801-128531 MESA, AZ 480-779-0127
SEC Registered
Total AUM
$162.3M
Discretionary
$157.2M
Employees
6
Clients
0
Accounts
556
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $162.3M | $157.2M | $5.1M | 6 | 0 |
| Jan 2025 | $162.3M | $157.2M | $5.1M | 6 | 0 |
| Jun 2024 | $111.6M | $107.7M | $3.9M | 6 | 0 |
| May 2024 | $111.6M | $107.7M | $3.9M | 6 | 0 |
| Apr 2024 | $111.6M | $107.7M | $3.9M | 6 | 0 |
| Mar 2024 | $111.6M | $107.7M | $3.9M | 6 | 0 |
| Oct 2023 | $100.4M | $91.8M | $8.6M | 6 | 0 |
| Aug 2023 | $100.4M | $91.8M | $8.6M | 6 | 0 |
| Jul 2023 | $100.4M | $91.8M | $8.6M | 6 | 0 |
| Jul 2023 | $100.4M | $91.8M | $8.6M | 6 | 0 |
| Jul 2023 | $100.4M | $91.8M | $8.6M | 6 | 0 |
| Jul 2023 | $100.4M | $91.8M | $8.6M | 6 | 0 |
| Jul 2023 | $100.4M | $91.8M | $8.6M | 6 | 0 |
DateJul 2025
Total AUM$162.3M
Discretionary$157.2M
Non-Disc.$5.1M
Employees6
Clients0
DateJan 2025
Total AUM$162.3M
Discretionary$157.2M
Non-Disc.$5.1M
Employees6
Clients0
DateJun 2024
Total AUM$111.6M
Discretionary$107.7M
Non-Disc.$3.9M
Employees6
Clients0
DateMay 2024
Total AUM$111.6M
Discretionary$107.7M
Non-Disc.$3.9M
Employees6
Clients0
DateApr 2024
Total AUM$111.6M
Discretionary$107.7M
Non-Disc.$3.9M
Employees6
Clients0
DateMar 2024
Total AUM$111.6M
Discretionary$107.7M
Non-Disc.$3.9M
Employees6
Clients0
DateOct 2023
Total AUM$100.4M
Discretionary$91.8M
Non-Disc.$8.6M
Employees6
Clients0
DateAug 2023
Total AUM$100.4M
Discretionary$91.8M
Non-Disc.$8.6M
Employees6
Clients0
DateJul 2023
Total AUM$100.4M
Discretionary$91.8M
Non-Disc.$8.6M
Employees6
Clients0
DateJul 2023
Total AUM$100.4M
Discretionary$91.8M
Non-Disc.$8.6M
Employees6
Clients0
DateJul 2023
Total AUM$100.4M
Discretionary$91.8M
Non-Disc.$8.6M
Employees6
Clients0
DateJul 2023
Total AUM$100.4M
Discretionary$91.8M
Non-Disc.$8.6M
Employees6
Clients0
DateJul 2023
Total AUM$100.4M
Discretionary$91.8M
Non-Disc.$8.6M
Employees6
Clients0