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Building 2RIDGELINE WEALTH ADVISORS, LLC.

Map pinRALEIGH, NC
Phone919-782-0494
NotebookSEC #801-130251
Total AUM
$189M
Employees
7
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7500 SIX FORKS RD, SUITE 100
RALEIGH
NC 27615
United States
Operating Hours
8:00 TO 5:00
Monday - Friday
Phone
919-782-0494
Other Offices
5

ReceiptFinancials

Total AUM
$189M
Accounts
709
Discretionary
$189M
Accounts
709
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
128
AUM
$39.8M
HNW Individual Clients
71
AUM
$148.3M
Charitable Organization Clients
1
AUM
$979.9K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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