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Ridgeline Wealth Management, LLC (Santa Fe)


Ridgeline Wealth Management, LLC is a large advisory firm based in Santa Fe. It manages $34.88 million of regulatory assets for 16 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of New Mexico.

Ridgeline Wealth Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ridgeline Wealth Management: assets under management

The assets under management (AUM) of Ridgeline Wealth Management, LLC is $34.88 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -22% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.88 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.18 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ridgeline Wealth Management, LLC for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Santa Fe

The principal office where Ridgeline Wealth Management, LLC performs its advisory services is located at 2366 Via Colibris, Santa Fe, NM 87501 8790, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-984-3144 or by fax 505-984-3192. The normal business hours are 8:00am - 5:00pm on Monday - Friday.


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