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| Happy Holidays!! thanks for using AUM13F!! |
| Ridgeline Wealth LLC
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|---|---|
| CRD # | 318258 |
| SEC # | 801-128531 |
| CIK # | 0001934226 |
| AUM | $162.3 M (2025-07-24) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 480-779-0127 |
| Address | 2929 N Power Rd, Ste 101 Mesa, AZ 85215 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 114 | 31.0 |
| (b) Individuals (high net worth individuals) | 55 | 129.6 |
| (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 | 0.0 |
| (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 | 1 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 556 | 162.3 |
| By Discretionary | ||
| Discretionary | 532 | 157.2 |
| Non-Discretionary | 24 | 5.1 |
| Total | 556 | 162.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.3 | |
| Total | 556 | 162.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001934226] |
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