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
| Title | Managing Member & Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2020 |