# Ridgeline Wealth Advisors

> Ridgeline Wealth Advisors (iPhone/iPad app by Ridgeline Wealth Advisors, LLC.)

- Source: https://appshunter.io/ios/app/ridgeline-wealth-advisors/id1354453961 (this page in markdown: same URL + `.md`)
- Developer: [Ridgeline Wealth Advisors, LLC](https://appshunter.io/developer/1354453750)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 15.6 · 61 MB
- Languages: American English
- Released: 2018-03-02
- Data updated: 2026-07-04
- User reviews in markdown: https://appshunter.io/ios/app/ridgeline-wealth-advisors/id1354453961/reviews.md

## What is Ridgeline Wealth Advisors?

Client portal for clients of Ridgeline Wealth Advisors, LLC


## Version history (last 5 releases)

### 5.22.1 — 2026-02-06

- Transactions changing to activity tab for managed accounts
- Positions changing to allocation tab for managed accounts
- Household info section in settings
- Biometrics improvement
- Performance bar chart
- Net worth legend and portfolio graph optimization
- Bug fixes

### 5.19.0 — 2025-05-29

- Customized Personal Finances layout within Accounts tab
- Positions renamed to Allocation
- Performance return chevrons
- Repositioned date range calendar selection
- Linking outside accounts
- Minor UI changes and bug fixes

### 5.14.0 — 2024-09-05

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.13.1 — 2024-06-11

- Bug fixes
- Clients will see their default landing page, MGP financial planning data information, and any transaction notes left by the advisor when logging into the mobile app
- Clients will now have the same experience in mobile as the web client portal
- Custom built video statements within the Document Vault are now accessible via mobile app
- Clients can now review their plan summary, goals, insurance policies, net worth, and cost basis of their positions

### 4.4.1 — 2022-08-03

Updated name and logo

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-07-04.*