Stephen Daniel Hofmann
Investment adviser representative at Ridgeline Private Wealth
11 yearsExperience
6 statesRegistered in
CFP® certificationDesignation
$172.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Ridgeline Private WealthMar 2022 to now
- Midland Financial Advisors, Inc.Jul 2018 to Mar 2019
- Midland Wealth ManagementSep 2015 to Mar 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, FL, GA, IL, WI).
Ridgeline Private Wealth
Legal name: Ridgeline Wealth LLC
$172.8MAssets managed
186Clients
4Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6994818
- Firm CRD
- 318258