William Eberhard has been an investment adviser representative at Ridgeline Wealth since July 2025, and is not listed among the firm’s executive officers or direct owners.
Ridgeline Wealth LLC is a Mesa, AZ firm with $173M under management, 186 clients and 4 advisers across 3 offices, as of its March 2026 filing.
- Ridgeline Private WealthCurrent– present · 1 yearMesa, AZ · Adviser representative · Firm CRD 318258
Investment adviser representative registrations
William Eberhard is registered as an investment adviser representative in Arizona, since July 2025.
- ArizonaSince 9 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- William Joshua Eberhard
- CRD
- 8109761
- Firm
- Ridgeline Wealth · CRD 318258
- Office
- 2929 N POWER RD, STE 101, Mesa, AZ 85215
- Registration
- Investment adviser registration
- In the industry since
- July 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does William Eberhard work?
William Eberhard is an investment adviser representative registered through Ridgeline Wealth LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is William Eberhard a financial advisor?
Yes. William Eberhard has a current investment-adviser registration in Arizona, through Ridgeline Wealth since July 2025.
How many years of experience does William Eberhard have?
William Eberhard has 1 year in the financial industry, since July 2025, across 1 adviser firm.
What exams has William Eberhard passed?
William Eberhard passed the Series 65 in July 2025.
Where is William Eberhard based?
William Eberhard’s registered office is in Mesa, AZ.
Is William Eberhard registered with FINRA?
No. William Eberhard has no current broker registration.
How can I verify William Eberhard’s record?
Search CRD 8109761 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Eberhard’s full registration record.