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  2. Ridgeline Wealth, LLC Dba Ridgeline Private Wealth

Filings through Oct 24, 2026.

Ridgeline Wealth, LLC Dba Ridgeline Private Wealth

EIN 84-2546635-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$788K assets
Health & Benefits
0
Participants
5
2929 N. POWER RD., SUITE 101 - MESA, AZ 85215602-456-9086
Plans on this EIN
1 filing
#001401(k)-$788K - 5 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

RIDGELINE WEALTH 401(K) PLAN

401(k)

Assets$788K
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RIDGELINE WEALTH 401(K) PLAN401(k)$788K52025
  • RIDGELINE WEALTH 401(K) PLAN$788K
    #001 · 401(k) · 20255
Retirement plans
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