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| Ridgeline Wealth Advisors LLC
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|---|---|
| CRD # | 284843 |
| SEC # | 801-130251 |
| CIK # | |
| AUM | $189.0 M (2026-03-23) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 919-782-0494 |
| Address | 7500 Six Forks Rd, Suite 100 Raleigh, NC 27615 |
| Source | [IAPD] [Website] [Twitter] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 39.8 |
| (b) Individuals (high net worth individuals) | 71 | 148.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 709 | 189.0 |
| By Discretionary | ||
| Discretionary | 709 | 189.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 709 | 189.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.0 | |
| Total | 709 | 189.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Calvert Wealth Management Inc
✚
|
MD | 0.2 |
|
Xception Advisory Services LLC
✚
|
GA | 0.2 |
|
Classic Asset Management LLC
✚
|
ND | 0.2 |
|
RJP Investment Advisors LLP
✚
|
IN | 0.2 |
|
McCulley Financial Group LLC
✚
|
IL | 0.2 |
|
Highroad Wealth Advisors LLC
✚
|
OR | 0.2 |
|
Amicorp Wealth Services LLC
✚
|
FL | 0.2 |
|
Trailhead Planners LLC
✚
|
MN | 0.2 |
|
Vine Capital Management LLC
✚
|
0.2 | |
|
Cross State Financial Group LLC
✚
|
NM | 0.2 |