Overview
Assets Under Management: $200 million
Headquarters: CENTERVILLE, OH
High-Net-Worth Clients: 74
Average Client Assets: $2 million
Frequently Asked Questions
RIDGELINE WEALTH PLANNING LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #307702), RIDGELINE WEALTH PLANNING LLC is subject to fiduciary duty under federal law.
RIDGELINE WEALTH PLANNING LLC is headquartered in CENTERVILLE, OH.
RIDGELINE WEALTH PLANNING LLC serves 74 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, RIDGELINE WEALTH PLANNING LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
RIDGELINE WEALTH PLANNING LLC manages $200 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, RIDGELINE WEALTH PLANNING LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.55
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,249
Discretionary Accounts: 1,240
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 307702
Filing ID: 2027937
Last Filing Date: 2025-11-21 10:08:55
Website: 0