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Ridgeline Wealth Planning LLC

● SEC registered since 2024CRD 307702SEC# 801-129850Centerville, OH
Export (members)
Reg. AUM
$200.5M
Employees
9
Accounts
1,249
Location
Centerville, OH

Ridgeline Wealth Planning LLC assets under management

Ridgeline Wealth Planning LLC operates as an SEC-registered investment adviser based in Centerville, OH. The firm has been registered since 2024. It reports $200.5 million in regulatory assets under management and employs 9 people.
ridgelinewealthplanning.comView on SEC.gov ↗

Ridgeline Wealth Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Scott W Simons ControlManaging Member & Chief Compliance OfficerOver 75%2020

Frequently asked questions

How much does Ridgeline Wealth Planning LLC manage?

Ridgeline Wealth Planning LLC reports $200.5 million in regulatory assets under management on its Form ADV.

How many employees does Ridgeline Wealth Planning LLC have?

Ridgeline Wealth Planning LLC reports 9 employees.

Where is Ridgeline Wealth Planning LLC located?

Ridgeline Wealth Planning LLC is based in Centerville, OH and has been SEC-registered since 2024.

Does Ridgeline Wealth Planning LLC disclose fund performance?

Ridgeline Wealth Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1700 Lyons Road, Suite B, Centerville, OH 45458
Phone(937)-739-3744
FaxN/A
Office hours9:00a.m. -4:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$200.3M
Non-discretionary$136K
Total (RAUM)$200.5M