RIDGELINE WEALTH PLANNING LLC

RIDGELINE WEALTH PLANNING LLC of CENTERVILLE, OH is an SEC-registered investment adviser (CRD 307702). Regulatory assets under management: $259.6M.

Registration

• CRD: 307702
• SEC file number: 801-129850
• Type: Registered investment adviser
• Location: 1700 LYONS ROAD, SUITE B, CENTERVILLE, OH, 45458
• Phone: (937)-739-3744
• Latest filing: 2026-06-26
• Regulatory AUM: $259.6M
• Discretionary AUM: $259.3M
• Non-discretionary AUM: $243K
• Clients: 12
• Accounts: 1,452

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307702 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search