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, privately owned RIA organized as an LLC that registered with the SEC in 2024. The firm acts as a capital allocator for a mixed client base of individuals, families and institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers and pension consulting. Fee arrangements are flexible and include percentage-of-AUM mandates as well as hourly and fixed-fee engagements. Ridgeline is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Evans
Financial AdviserCRD 7584869
Daniel Mick
Financial AdvisorCRD 7946371
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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