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Brandon Kyle Catrett

Ridgeline Private Wealth

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About Brandon Kyle Catrett

Brandon Catrett is an Investment Advisor Representative at Ridgeline Private Wealth, a firm with approximately 162 million dollars in regulatory assets under management. Brandon has over 3 years of experience in the financial services industry and specializes in providing financial planning, portfolio management and selection of other advisors. He holds Series 66, Series 7 and SIE securities licenses. Brandon has worked at other firms like United Planners' Financial Services of America A Limited Partner and Stewardship Advisory Group in Florida.

Firm Information

Brandon Catrett is currently registered with Ridgeline Private Wealth. Ridgeline Private Wealth is an investment advisor based in Mesa, Arizona. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Ridgeline Private Wealth manages approximately $162 million in assets for individuals, high-net-worth individuals, corporations or other businesses, charitable organizations, and pension and profit-sharing plans.
Ridgeline Private Wealth

2929 N POWER RD, STE 101

MESA, AZ 85215

$162.32M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat fee

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Brandon Catrett’s Registration & Firm History

AZ

01/01/2025 - Present

Ridgeline Private Wealth (MESA AZ)

FL

11/06/2019 - 04/05/2023

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CLERMONT FL)

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Licenses & Designations

BOTH

Issued 01/13/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/06/2019

Series 7TO - General Securities Representative Examination

BC

Issued 07/03/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Kyle Catrett.
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