Ridgeline Private Wealth

Overview

Ridgeline Private Wealth is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm describes itself as a capital allocator that serves both individual/family and institutional clients. Its service set includes financial planning, discretionary portfolio management for individuals, small businesses and institutions, and selection of third-party advisers. Fee arrangements are a mix of asset-based fees, fixed fees and other fee structures. The firm does not identify itself as an active ESG investor. Ridgeline’s business model combines direct management of public portfolios with allocations to external managers and private placements. That capital allocator role is reflected in the firm’s use of alternative investments alongside traditional mutual funds and ETFs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices