# RIDGEVIEW FINANCIAL PLANNING

RIDGEVIEW FINANCIAL PLANNING of SANTA ROSA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 171985
- Type: SEC-registered investment adviser
- Location: 1955 CLEVELAND AVENUE, SANTA ROSA, CA, 95401
- Phone: (707) 800-6050
- Latest filing: 2026-03-27
- Regulatory AUM: $110.0M
- Discretionary AUM: $110.0M
- Clients: 1
- Accounts: 350

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171985/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171985/similar
- Related entities: https://search.stillhousedata.com/firm/171985/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171985

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.