Ridgeline Wealth Llc
- Regulatory AUM
- $173M
- Discretionary
- $169M
- Clients
- 186
- Avg AUM / client
- $929K
- Accounts
- 627
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 125 | $38.7M | 22.4% |
| High net worth individuals | 60 | $134M | 77.6% |
| Corporations and other businesses | 1 | $15.2K | 0.01% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Caleb Will Huftalin | Director Of Wealth Management/Chief Compliance Officer | CFP | Dec 2021 (5y) | 75% or more |
| Stephen Daniel Hofmann | Co Owner/Managing Member | CFP | May 2022 (4y) | 10% – 25% |
| Brandon Kyle Catrett | Registered representative | May 2023 (3y) | ||
| William Joshua Eberhard | Registered representative | Jul 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 938 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Other fees
- • FLAT FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $154M (89% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗