Overview
Assets Under Management: $189 million
Headquarters: RALEIGH, NC
High-Net-Worth Clients: 71
Average Client Assets: $2.1 million
Frequently Asked Questions
RIDGELINE WEALTH ADVISORS, LLC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #284843), RIDGELINE WEALTH ADVISORS, LLC. is subject to fiduciary duty under federal law.
RIDGELINE WEALTH ADVISORS, LLC. is headquartered in RALEIGH, NC.
RIDGELINE WEALTH ADVISORS, LLC. serves 71 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, RIDGELINE WEALTH ADVISORS, LLC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
RIDGELINE WEALTH ADVISORS, LLC. manages $189 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, RIDGELINE WEALTH ADVISORS, LLC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 71
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.43%
Average Client Assets: $2.1 million
Total Client Accounts: 709
Discretionary Accounts: 709
Regulatory Filings
CRD Number: 284843
Filing ID: 2079457
Last Filing Date: 2026-03-23 11:32:33