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RIDGELINE WEALTH PLANNING LLC
CRD 307702 · SEC 801-129850
1700 LYONS ROAD, SUITE B, CENTERVILLE, OH, 45458, United States
Phone
(937)-739-3744
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$259.6M
Discretionary AUM
$259.3M
Team
10 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 346 | $96.2M |
| High net worth individuals | 90 | $159.5M |
| Pension/profit sharing plans | 1 | $243K |
| Charitable organizations | 2 | $2.8M |
| Corporations/business entities | 4 | $898K |
States served
CA, KY, MI, NC, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD