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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Arizona
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 24, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| HUFTALIN, CALEB, WILL | I | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | E | Control |
| Hofmann, Stephen, Daniel | I | CO-OWNER/MANAGING MEMBER | B | Control |
| Hofmann, Stephen, Daniel | I | CO-OWNER/MANAGING MEMBER | B | Control |
| Hofmann, Stephen, Daniel | I | CO-OWNER/MANAGING MEMBER | B | Control |
| Hofmann, Stephen, Daniel | I | CO-OWNER/MANAGING MEMBER | B | Control |
| Hofmann, Stephen, Daniel | I | CO-OWNER/MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Jul 24, 2025 REGISTERED
Notice Filings (6)
AZ CA FL GA IL TX
Address
2929 N POWER RD, STE 101MESA, AZ 85215
United States
Phone: 480-779-0127