Ridgeline Wealth Planning LLC
Ridgeline Wealth Planning LLC is an SEC-registered mass-market adviser in Centerville, OH with $259.6M assets under management (AUM, regulatory AUM), +29% over one year. See who owns Ridgeline Wealth Planning LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307702, SEC 801-129850, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $259.6M (2026-06-26)
- Firm type
- Mass-Market Adviser
- Location
- Centerville, OH
- Employees
- 12
- Clients
- 443
- CRD
- 307702
- Ownership
- SIMONS, SCOTT, W
How much AUM does Ridgeline Wealth Planning LLC have?
Ridgeline Wealth Planning LLC reported $259.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Ridgeline Wealth Planning LLC?
Disclosed owners and executives of Ridgeline Wealth Planning LLC include SIMONS, SCOTT, W. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.