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They include 125 individual clients, 60 high-net-worth individuals and 1 corporate or other business client.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Ridgeline Wealth offer?","answer":"Ridgeline Wealth provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Ridgeline Wealth use?","answer":"Ridgeline Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $154M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Ridgeline Wealth have?","answer":"Ridgeline Wealth has 4 investment adviser representatives registered with state securities authorities, out of 6 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Ridgeline Wealth invest in?","answer":"At the end of its last fiscal year, Ridgeline Wealth’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 6% exchange-traded equities, 6% pooled vehicles (private funds and similar), 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% derivatives, 1% cash and equivalents and 1% other. The 1% other category is described as: Structured Notes.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Ridgeline Wealth?","answer":"Ridgeline Wealth’s direct owners are Caleb Huftalin (75% or more) and Stephen Hofmann (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Ridgeline Wealth get paid?","answer":"Ridgeline Wealth is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Ridgeline Wealth?","answer":"Ridgeline Wealth’s main office is at 2929 N Power RD, Ste 101, Mesa, AZ 85215. 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Its website is ridgelineprivatewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":{"url":"https://nivawealth.com/firms/ridgeline-wealth-318258/holdings","form":"13F-HR","periodOfReport":"2026-06-30","filedOn":"2026-07-06","filingIndexUrl":"https://www.sec.gov/Archives/edgar/data/1934226/000193422626000003/0001934226-26-000003-index.html","totalValue":170946786,"positionCount":60,"top10Share":0.7015727397179611,"top10":[{"issuer":"AMERICAN CENTY ETF TR","titleOfClass":"AVANTIS  US LARG","cusip":"025072158","value":40543803,"shares":450687,"shareType":"SH","priorValue":34867876,"priorShares":449618},{"issuer":"DIMENSIONAL ETF TRUST","titleOfClass":"INTL CORE EQUITY","cusip":"25434V799","value":14290552,"shares":383536,"shareType":"SH","priorValue":12593662,"priorShares":354452},{"issuer":"SPDR SERIES TRUST","titleOfClass":"ST STR 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}