asset manager
Smead Capital Management
PHOENIX, AZ
CRD: 143567
In PWD coverage since September 16, 2026 · 2 stories
$5.5BRegulatory AUMSEC Form ADV · Sep 18
18EmployeesForm ADV
PWD coverage
practice
Ridgeline’s $250M raise matters to advisors for who wrote it
An invitation-only round led by the founder buys the platform time to finish the reconciliation build its RIA clients have already signed up for.