This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-02-2022
- Office Locations
- 3
Office Locations
About Ridgeline Private Wealth
Ridgeline Private Wealth is a registered investment adviser serving business owners and entrepreneurial families with integrated wealth management and tax strategy. The team provides cash-flow planning, tax mitigation, and portfolio management, including access to direct and private real estate solutions such as 1031 DSTs and Qualified Opportunity Zone funds alongside public markets. Tech-enabled, location-independent planning nationwide; Schwab custody.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CALEB WILL HUFTALIN
Chief Compliance Officer, DIRECTOR OF WEALTH MANAGEMENT, Founder
- CRD
- #5114075
- Ownership
- 75% or more
Stephen Daniel Hofmann
Co-Owner, Director of Wealth Planning, Managing Member
- CRD
- #6994818
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
Brandon Kyle Catrett
--
- CRD
- #7016998
William Joshua Eberhard
--
- CRD
- #8109761
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $168,691,415 | $283,039 |
| Non-Discretionary | $4,059,960 | $130,966 |
| Total | $172,751,375 | $275,521 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing