# Ridgeline Private Wealth

Ridgeline Private Wealth is a Multi Family Office based in Mesa, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Mesa, United States
- **Region:** North America
- **Address:** Mesa, AZ, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** www.ridgelineprivatewealth.com
- **LinkedIn:** https://www.linkedin.com/company/ridgeline-private-wealth

## Regulatory record

- **CRD number:** 318258
- **SEC file number:** 801-128531
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318258

## About

Ridgeline Private Wealth was founded in 2019 by Director of Wealth Management Caleb Huftalin, a CERTIFIED FINANCIAL PLANNER™ operating from Mesa, Arizona. The wealth manager was structured from inception as a location-independent practice, using a virtual service model to advise families and business owners across the United States. Its additional base camps in Rockford, Illinois and Ponte Vedra, Florida supplement a national client footprint that extends from Florida to Alaska. The firm's investment posture blends comprehensive financial planning with access to what it terms opportunities "beyond the market." Ridgeline also constructs and monitors portfolios of public securities, real estate, and business holdings, giving each client a unified income and net-worth dashboard. Its published Family Wealth Formula process sequences family goal-setting, tax and investment strategy, modular planning, and an ongoing "flywheel" of reviews and rebalancing across these asset classes. Ridgeline operates as a lean team of six professionals as of the firm's most recent disclosure, spanning wealth management, planning, advisory, and client service functions. Steve Hofmann, Director of Wealth Planning, brings JD, CPA, CFP®, and PPC® credentials to the practice and works from northern Illinois. The firm recently added direct investment coordination capacity through specialist Carron Schmick, leveraging 25 years of public-accounting and real-estate experience. Ridgeline has not disclosed aggregate assets under advisement or total client capital deployed; nor has it published a date- or volume-specific operational event in the last 24 months. Ridgeline's structural signature is its deliberate absence of physical infrastructure and its concentration of credentialed tax-and-legal expertise within a six-person advisory team. Few small RIAs embed an attorney-CPA-CFP alongside a dedicated direct-investments specialist, a configuration that lets Ridgeline function as a distributed family office without the overhead of a traditional trust or multi-generational planning practice. The firm's virtual operating model, fiduciary commitment, and business-owner-only client filter create a narrow, defensible posture in the crowded RIA landscape.

## Sectors

- Real Estate

## Offices

- Rockford, IL, United States
- Ponte Vedra, FL, United States

## People

- Caleb Huftalin — Director of Wealth Management
- Steve Hofmann — Director of Wealth Planning

## Questions

### Who runs investment decisions at Ridgeline Private Wealth?

Director of Wealth Management Caleb Huftalin leads the firm and its investment strategy, supported by a team that includes a dedicated direct investments specialist, Carron Schmick, who coordinates private real estate opportunities such as 1031 DSTs and Qualified Opportunity Zone Funds. Tax-aware investment construction is informed by Director of Wealth Planning Steve Hofmann, who holds JD, CPA, and CFP® credentials.

### Does Ridgeline Private Wealth participate in fund commitments or only direct deals?

The firm’s public website emphasizes direct-investment access "beyond the market," specifically highlighting direct real estate structures like 1031 DSTs and Qualified Opportunity Zone Funds. While Ridgeline also constructs traditional public-market portfolios — referencing cash, bonds, and public stocks — its marketing centers on alternatives and direct private investment access for clients.

### What is Ridgeline Private Wealth's geographic footprint?

Ridgeline is a virtual firm with team members located in Mesa, Arizona; Rockford, Illinois; and Ponte Vedra, Florida. It serves clients across the United States — from Florida to Alaska, California to Michigan — without requiring in-person meetings, relying instead on video conferencing and secure file-sharing tools.

### Is Ridgeline a fiduciary?

Yes. The firm explicitly commits to five fiduciary principles on its website: putting clients' best interests first, acting with prudence, providing conspicuous and full disclosure of all important facts, avoiding conflicts of interest, and fully managing any unavoidable conflicts in clients' favor.

## Related profiles

- [Ridgeline Investments](https://altss.com/profile/ridgeline-investments)
- [Ridgeline Ventures](https://altss.com/profile/ridgeline-ventures)

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Last updated: 2026-08-11T02:43:31.692Z

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