William Joshua Eberhard
Investment adviser representative at Ridgeline Private Wealth
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Ridgeline Private WealthJan 2025 to now
- Hubbard Family Swim SchoolsJan 2024 to Dec 2024
- The Bargain BinMay 2023 to Jul 2023
- StudentAug 2022 to Dec 2024
- Seward Community CollegeAug 2021 to May 2022
- StudentJan 2015 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8109761
- Firm CRD
- 318258