Ridgeline Private Wealth
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 318258
- SEC number
- 801-128531
- Firm type
- RIA
- Assets under management
- $172.8M as of Mar 4, 2026
- Website
- www.linkedin.com/company/ridgeline-private-wealth ↗
- Phone
- 480-779-0127
- Address
- 2929 N Power Rd, Ste 101, Mesa, AZ, 85215
Advisors at this firm
4 in our index · page 1 of 1
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Brandon Kyle CatrettCRD 7016998 · Ponte Vedra, FLIA RegisteredRegistration inactive
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William Joshua EberhardCRD 8109761 · Mesa, AZIA Registered
-
Caleb Will HuftalinCRD 5114075 · Mesa, AZIA RegisteredRegistration inactive
-
Stephen Daniel HofmannCRD 6994818 · Rockford, ILIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 318258 ↗
FINRA BrokerCheck record for firm CRD 318258 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.