Ridgeline Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$172,736,192
Clients
185
Advisors
4
of 6 employees
About
Ridgeline Private Wealth serves individual and high‑net‑worth clients, as well as trusts, estates, small businesses and retirement plan sponsors, providing portfolio management, combined financial planning and investment consulting. The firm manages roughly $173 million for about 185 clients and operates with a four‑adviser team offering both discretionary portfolio management and plan‑sponsor consulting.
The firm’s investment process blends quantitative, fundamental, technical and economic analysis to align model-driven allocations with client goals, and it conducts ongoing portfolio reviews and oversight of sub‑advisors. Ridgeline also provides specialized consulting for private placements, Delaware Statutory Trusts (DSTs) and Qualified Opportunity Funds (QOFs), including sponsor due diligence and property visits, and combines planning and management under single engagement agreements.
Compared with many similar team firms, Ridgeline publicly uses client testimonials and cites third‑party ratings in its advertising, disclosures the firm notes are part of its marketing materials. The brochure also highlights service distinctions such as retirement plan fiduciary consulting, active use of sub‑advisors, and a limited role on cryptocurrency (the firm disclaims providing crypto investment advice and limits its role to executing client‑directed trades).
Client services
Expertise
Occupation focus
Fee options
Consulting fees for DST/QOF and private placement services range from $5,000 minimum to $75,000 maximum; $5,000 to $11,400 for 1031 Exchange / Qualified Opportunity Fund Plans; up to $10,600 for complex DST funds; up to $7,900 per private placement evaluated.
$0 - $500,000: 1.55% $500,000 - $1,000,000: 1.35% $1,000,000 - $3,000,000: 1.15% $3,000,000 - $5,000,000: 0.95% $5,000,000 - $7,000,000: 0.85% $7,000,000 - $10,000,000: 0.75% $10,000,000+: 0.65%
Minimum fee: Flat monthly fee up to $750 plus 1.00% of Net Worth per year (rounded down to nearest million) for combined financial planning and investment management services Fee-only: Flat fees, consulting fees, and asset-based fees; no commissions accepted.
Main office
2929 N Power Rd, Ste 101
Mesa AZ 85215
Advisors at this office
4
Most active in
Alaska · Arizona · California · Florida · Georgia · Illinois · Texas · Wisconsin
Also doing business as
Ridgeline Private Wealth · Ridgeline Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Brandon C
Series 66
Mesa, AZ
Ridgeline Private Wealth
Brandon Catrett is a financial advisor at Ridgeline Private Wealth with six years of industry experience. He holds a Series 66 designation and has previously worked with Stewardship Legacy Coaching, Stewardship Advisory Group, Cadwell Wealth, and Southeastern University Athletics. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm combines quantitative, fundamental, technical, cyclical, and economic analysis to guide portfolio decisions and incorporates both long-term and short-term investment strategies.
Caleb H
CFP®, Series 66
Mesa, AZ
Ridgeline Private Wealth
Caleb Huftalin is a CFP® professional with 14 years of industry experience. He is currently with Ridgeline Private Wealth and has previously worked at Catalyst Wealth Management and Kalos Management. Ridgeline Private Wealth is an SEC-registered advisory firm managing approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers portfolio management, financial planning, retirement plan consulting, and private placement advisory services, utilizing a blend of quantitative, fundamental, technical, cyclical, and economic analysis in its investment approach.
Stephen H
CFP®
Mesa, AZ
Ridgeline Private Wealth
Stephen Hofmann is a CFP® professional with five years of industry experience. He is currently an advisor at Ridgeline Private Wealth in Mesa, AZ, where he has worked since 2022. His prior experience includes roles at Midland Financial Advisors, Inc. and Midland Wealth Management. Ridgeline Private Wealth serves individual and high-net-worth clients, as well as trusts, estates, small businesses, and retirement plan sponsors, providing portfolio management, financial planning, and investment consulting. The firm employs a model-driven investment process that combines quantitative, fundamental, technical, and economic analysis, and offers specialized consulting services including private placements and Delaware Statutory Trusts.
William E
Series 65
Mesa, AZ
Ridgeline Private Wealth
William Eberhard is a financial advisor at Ridgeline Private Wealth in Mesa, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Ridgeline, he held roles at Hubbard Family Swim Schools and The Bargain Bin. Ridgeline Private Wealth manages approximately $162 million for individuals, high-net-worth clients, trusts, estates, and business entities, offering portfolio management, financial planning, retirement plan consulting, and private placement advisory services. The firm employs a blend of quantitative, fundamental, technical, cyclical, and economic analysis to inform both model-based and discretionary investment decisions.
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