Ridgeline Wealth, LLC
Ridgeline Wealth, LLC is an independent registered investment adviser (RIA) headquartered in Mesa, Arizona. Founded to serve individual investors, high net worth clients, and select institutions, the firm manages assets on both discretionary and non-discretionary bases. As of 2025, Ridgeline Wealth, LLC oversees over $160 million in assets under management and employs a team of 6 professionals focused primarily on wealth management, investment advisory, and financial planning for individuals and families.
Investment Strategy
Ridgeline Wealth, LLC provides comprehensive financial planning and investment advisory services tailored to client needs, emphasizing a personalized and collaborative approach. The firm allocates portfolios based on individual financial goals, risk tolerances, and investment horizons, focusing on long-term growth, diversification, and risk management. They serve primarily high net worth individuals, families, and charitable organizations, utilizing both discretionary and non-discretionary management. The investment strategy centers on building diversified portfolios and periodically rebalancing to maintain alignment with client objectives.
Top Holdings
Equity Positions (50)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVLC | AMERICAN CENTY ETF TR | 24.16% | $32.7M | 427,761 | $71.25 | $76.51 | +$3.5M |
S SPLG | SPDR SERIES TRUST | 11.75% | $15.9M | 203,264 | $68.94 | $78.34 | +$1.0M |
D DFIC | DIMENSIONAL ETF TRUST | 8.15% | $11.0M | 336,878 | $26.29 | $32.79 | +$1.1M |
A AVLV | AMERICAN CENTY ETF TR | 5.63% | $7.6M | 105,604 | $68.44 | $72.26 | +$844.8K |
D DFUS | DIMENSIONAL ETF TRUST | 4.48% | $6.1M | 83,781 | $64.14 | $72.44 | +$707.9K |