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Caleb Will Huftalin

Ridgeline Private Wealth

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About Caleb Will Huftalin

Caleb Will Huftalin is an investment advisor representative associated with Ridgeline Private Wealth. Caleb has been working in the financial services industry since 2006. Caleb has a Series 66, Series 7, and SIE license. Caleb is also a Certified Financial Planner. Caleb is registered to provide investment advice in Arizona, California, Florida, Georgia, Illinois, and Texas.

Firm Information

Caleb Huftalin 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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Caleb Huftalin’s Registration & Firm History

AZ

03/17/2022 - Present

Ridgeline Private Wealth (MESA AZ)

AZ

11/09/2015 - 10/05/2019

KALOS CAPITAL, INC. (Gilbert AZ)

GA

10/20/2011 - 11/12/2015

TRIAD ADVISORS, INC. (SUWANEE GA)

IL

03/27/2006 - 07/10/2006

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (ROCKFORD IL)

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Licenses & Designations

BOTH

Issued 11/17/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/19/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Caleb Will Huftalin.
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