Ridgeline Wealth Planning LLC
Firm details
- Headquarters
- Centerville, Ohio
- CRD number
- 307702
- Registered since
- April 8, 2024
- Website
- ridgelinewealthplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI61.44%
- Individuals37.06%
- Charitable Organizations1.07%
- Corporations / Businesses0.35%
- Pension & Profit Sharing Plans0.09%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Ridgeline Wealth Planning LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm operates as a capital allocator for both individuals and families as well as some institutional clients. Its service offering centers on comprehensive financial planning and portfolio management for individuals and small businesses, with additional capabilities in pension consulting and the selection of other advisers. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The adviser does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities7%
- Cash & Cash Equivalents2%
- Other1%
Contacts
3 of 5
Scott Simons
President and Financial AdvisorCRD 4969653
Daniel Mick
Financial AdvisorCRD 7946371
Maria Martinez
Financial AdvisorCRD 8155322
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$240M in ETFs
15%
$36M
49%
$204M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $42.1M | 478,689 | 17.54% |
Location
Centerville, OH
Montgomery
Location
Centerville, OH
Headquartered in Centerville, OH, anchoring the Dayton-Springfield-Kettering, OH metro in the Midwest.
- Metro area
- Dayton-Springfield-Kettering, OH
- Region
- Midwest
- County
- Montgomery
- Address
- 1700 Lyons Rd
- Time zone
- ET (UTC-5)
- Office locations
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