Caleb Huftalin
Ridgeline Private Wealth · Mesa, Arizona
Caleb Huftalin is a fee-only financial advisor at Ridgeline Private Wealth in Mesa, Arizona, who holds the CFP credential. Caleb charges an ongoing planning fee and focuses on founders (pre-exit) and small business owners.
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Specialties
Who they serve
- Founders
Facts
| Firm | Ridgeline Private Wealth |
|---|---|
| Based in | Mesa, Arizona |
| Fee model | Ongoing planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $172.8M across 627 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, FL, GA, IL, TX · CRD 5114075 |
| Exams passed | Series 66 (2011) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ridgelineprivatewealth.com |
| Profile |
How Caleb's firm compares
- Ridgeline Private Wealth's average account is about $276,000, from its Form ADV (assets managed divided by 627 accounts).
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Questions about Caleb
Is Caleb Huftalin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Caleb holds no broker registration, and Ridgeline Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Caleb charge for financial advice?
Caleb charges an ongoing planning fee.
Does Caleb work with clients virtually?
Yes. Ridgeline Private Wealth says on its website that it works with clients remotely.
Where is Caleb Huftalin based?
Caleb Huftalin is based in Mesa, Arizona.
What does Caleb specialize in?
Caleb's specialties include founders (pre-exit) and small business owners. Caleb works with founders.
What credentials does Caleb Huftalin hold?
Caleb Huftalin holds the CFP credential.
Is Caleb Huftalin registered with the SEC?
Yes. Caleb Huftalin is registered as an investment adviser representative in AZ, CA, FL, GA, IL and TX (CRD 5114075), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ridgeline Private Wealth manage?
Ridgeline Private Wealth reports $172.8M across 627 accounts in assets under management.
How do I contact Caleb Huftalin?
Through Caleb's website, www.ridgelineprivatewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Ridgeline Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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