# RIDGELINE WEALTH LLC

RIDGELINE WEALTH LLC of MESA, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 318258
- Type: SEC-registered investment adviser
- SEC file number: 801-128531
- Location: 2929 N POWER RD, STE 101, MESA, AZ, 85215
- Phone: 480-779-0127
- Latest filing: 2026-03-04
- Regulatory AUM: $172.8M
- Discretionary AUM: $168.7M
- Non-discretionary AUM: $4.1M
- Clients: 6
- Accounts: 627

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Caleb Will Huftalin | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | — |
| Stephen Daniel Hofmann | CO-OWNER/MANAGING MEMBER | — |
| HUFTALIN CALEB WILL | DIRECTOR OF WEALTH MANAGEMENT/CHIEF COMPLIANCE OFFICER | — |
| Hofmann Stephen Daniel | CO-OWNER/MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318258/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318258/similar
- Related entities: https://search.stillhousedata.com/firm/318258/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318258

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.