CRD: 284843
Ridgeline Wealth Advisors, Llc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-11-2016
- Office Locations
- 2
Office Locations
About Ridgeline Wealth Advisors, Llc.
Ridgeline Wealth Advisors (Raleigh, NC) provides goal-based financial planning paired with ongoing portfolio analysis and investment implementation. The team supports entrepreneurs and families with estate, tax and business-succession planning plus insurance coordination. Portfolios commonly use mutual funds and ETFs alongside fixed income and select alternatives (e.g., real estate/hedge funds). Uses automation and platforms like Orion and Pontera; custody at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOSHUA ELI SELF
Chief Compliance Officer, Managing Member, Partner
- CRD
- #3237214
- Ownership
- 75% or more
MICHAEL F PERKINS
Partner
- CRD
- #4248817
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
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Taylor M Holloway
--
- CRD
- #6167355
MICHAEL JAMES ZEBLO
Associate Advisor
- CRD
- #7646198
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $189,030,298 | $266,615 |
| Non-Discretionary | $0 | -- |
| Total | $189,030,298 | $266,615 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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