Ridgeline Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Ridgeline Wealth Advisors reports 199 clients. They include 128 individual clients and 71 high-net-worth individuals. Of its assets, 100.0% ($189M across 709 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 21% |
| High-net-worth individuals | 36% | 78% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 128 | $39.8M | 21.1% | $311K |
| High-net-worth individuals | 71 | $148M | 78.4% | $2.09M |
| Charitable organizations | Fewer than 5 | $980K | 0.5% | — |
| Total | 199 | $189M | 100% | — |
- Clients
- 128
- Regulatory AUM
- $39.8M
- AUM share
- 21.1%
- Avg. per client
- $311K
- Clients
- 71
- Regulatory AUM
- $148M
- AUM share
- 78.4%
- Avg. per client
- $2.09M
- Clients
- Fewer than 5
- Regulatory AUM
- $980K
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 199
- Regulatory AUM
- $189M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Ridgeline Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting
- Consulting services are billed at $500 an hour under an hourly arrangement, with a retainer in advance.
- Financial Planning
- Financial planning is billed at $500 an hour, or as a fixed fee generally between $600 and $10,000.
- Retirement Plan Services
- For retirement plan sponsors, an annual fee of 0.900% on plan assets up to $1 million, stepping down to 0.400% above $5 million.
- Tax Preparation
- Tax preparation packages cost $300 (basic), $500 (investor) or $600 (business/rental); existing clients get a 20% discount.
Joshua Self owns 75% or more of Ridgeline Wealth Advisors. The leadership team of Ridgeline Wealth Advisors includes Chief Compliance Officer Joshua Self. It has 7 employees, 4 of them in advisory roles.
Staff
- 7 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 insurance agent
- Owns 75% or more of Ridgeline Wealth Advisors, LLC.
Joshua Self
Control person · since July 2016
- Owns 10% to 25% of Ridgeline Wealth Advisors, LLC.
Michael Perkins
since July 2016
Ridgeline Wealth Advisors’ regulatory assets grew 1.6× from $118M (April 2024) to $189M (July 2026); clients rose from 170 to 199 and employees from 4 to 7.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jul 2026July 2026 | $189M | 199 | 7 | 6 |
| Mar 2025March 2025 | $142M | 176 | 5 | 6 |
| Apr 2024April 2024 | $118M | 170 | 4 | 1 |
Besides its headquarters, Ridgeline Wealth Advisors has 5 offices (5 private residences, listed without an address), with 1 listed address in 1 state.
North Carolina · 1 listed address
- 7500 Six Forks RD, Suite 100, RaleighHQ
Other business names
Ridgeline Wealth Advisors has reported 1 other business name to the SEC.
- Ridgeline Wealth Advisors
Contact and registration details
- Legal name
- Ridgeline Wealth Advisors, LLC.
- Headquarters
- 7500 Six Forks RD, Suite 100, Raleigh, NC 27615
- Website
- ridgelinewealthadvisors.com
- Phone
- 919-782-0494
- SEC file
- 801-130251
- Structure
- North Carolina LLC
- Fiscal year end
- December
Ridgeline Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($170M). Ridgeline Wealth Advisors has custody of $112M for 154 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $170M100%
At year end, Ridgeline Wealth Advisors’ separately managed accounts were mostly in funds (87%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds87%
- Bonds2%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash2%
How many clients does Ridgeline Wealth Advisors have?
Ridgeline Wealth Advisors has 199 clients and manages $189 million for them, as of July 2026. They include 128 individual clients and 71 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 July 2026
What services does Ridgeline Wealth Advisors offer?
Ridgeline Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Ridgeline Wealth Advisors use?
Ridgeline Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $170M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 July 2026
How many financial advisors does Ridgeline Wealth Advisors have?
Ridgeline Wealth Advisors has 4 investment adviser representatives registered with state securities authorities, out of 7 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Ridgeline Wealth Advisors invest in?
At the end of its last fiscal year, Ridgeline Wealth Advisors’ separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 2% cash and equivalents, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Ridgeline Wealth Advisors?
Ridgeline Wealth Advisors’ direct owners are Joshua Self (75% or more) and Michael Perkins (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 14 July 2026
How does Ridgeline Wealth Advisors get paid?
Ridgeline Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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
How do I contact Ridgeline Wealth Advisors?
Ridgeline Wealth Advisors’ main office is at 7500 Six Forks RD, Suite 100, Raleigh, NC 27615. Its phone number is 919-782-0494. Its website is ridgelinewealthadvisors.com.