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Ridgeline Private Wealth CRD 318258
$173M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2929 N Power Rd, Ste 101, Mesa, AZ 85215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-22 |
| CA | RA | APPROVED | 2025-09-25 |
| FL | RA | APPROVED | 2025-01-01 |
| AZ | RA | APPROVED | 2023-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Southeastern University Athletics | Lakeland | FL | 08/2014 | 08/2018 |
| Cadwell Wealth | Windermere | FL | 08/2018 | 10/2018 |
| Stewardship Advisory Group | Ocoee | FL | 01/2019 | 01/2020 |
| Stewardship Advisory Group | Ocoee | FL | 01/2020 | 03/2023 |
| Brandon Catrett | Ocoee | FL | 03/2019 | 03/2023 |
| Stewardship Legacy Coaching, Llc | Ocoee | FL | 11/2020 | 03/2023 |
| Ridgeline Private Wealth | Mesa | AZ | 04/2023 | Present |
| Ridgeline Private Wealth | Mesa | AZ | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-13 |
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