PPrivate Fund Data Log in Join · $37/mo

Scott W Simons

Managing Member & Chief Compliance OfficerRidgeline Wealth Planning LLCCRD 4969653

About Scott W Simons

Scott W Simons is listed as Managing Member & Chief Compliance Officer at Ridgeline Wealth Planning LLC in Centerville, OH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Ridgeline Wealth Planning LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Scott W Simons work?

Scott W Simons is listed as Managing Member & Chief Compliance Officer at Ridgeline Wealth Planning LLC on SEC Form ADV.

How much of Ridgeline Wealth Planning LLC does Scott W Simons own?

Form ADV reports a beneficial ownership band of Over 75%.

Ridgeline Wealth Planning LLC

TitleManaging Member & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2020
View Ridgeline Wealth Planning LLC →