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 RIA organized as an LLC and registered with the SEC in 2024. The firm serves both individual and family clients and institutional clients, positioning itself as a capital allocator that selects third‑party managers when appropriate. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements are flexible and include percentage of AUM, hourly charges, and fixed fees. Ridgeline is not flagged 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 45Active vs passive
$255M in ETFs
18%
$47M
47%
$208M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $43.5M | 484,882 | 17.04% |
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
Similar firms
Fiduciary Wealth Group, LLC
RIACenterville, OH
Accent Capital Management, LLC
RIACenterville, OH
Wealth Accel
RIACenterville, OH
Buckeye Wealth Partners, LLC
RIACenterville, OH
Zenith Advisory Group, LLC
RIACenterville, OH
FRY Investment Advisors, Inc.
RIACenterville, OH