Brandon Kyle Catrett
Investment adviser representative at Ridgeline Private Wealth
12 yearsExperience
4 statesRegistered in
$172.8MFirm assets
3 yearsFirm in business
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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
12 years in the industry.
- Ridgeline Private WealthApr 2023 to now
- Stewardship Legacy Coaching, LLCNov 2020 to Mar 2023
- Brandon CatrettMar 2019 to Mar 2023
- Stewardship Advisory GroupJan 2019 to Mar 2023
- Cadwell WealthAug 2018 to Oct 2018
- Southeastern University AthleticsAug 2014 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 4 states (AZ, CA, FL, GA).
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
- 7016998
- Firm CRD
- 318258