Ridgeline Wealth Planning LLC
● SEC registered since 2024CRD 307702SEC# 801-129850Centerville, OH
Reg. AUM
$259.6M
Employees
12
Accounts
1,452
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 $259.6 million in regulatory assets under management and employs 12 people.
Ridgeline Wealth Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Scott W Simons Control | Managing Member & Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Ridgeline Wealth Planning LLC manage?
Ridgeline Wealth Planning LLC reports $259.6 million in regulatory assets under management on its Form ADV.
How many employees does Ridgeline Wealth Planning LLC have?
Ridgeline Wealth Planning LLC reports 12 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
| Address | 1700 Lyons Road, Suite B, Centerville, OH 45458 |
| Phone | (937)-739-3744 |
| Fax | N/A |
| Office hours | 9:00a.m. -4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$259.6M▲ 76%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$259.6Mregulatory AUM
Discretionary $259.3MNon-discretionary $243K