RIA Intel›Advisers›Ohio›RIDGELINE WEALTH PLANNING LLC

RIDGELINE WEALTH PLANNING LLC

Advisory

N·CENTERVILLE, OH

Data as of May 19, 2026 · Source: SEC Form ADV

Total AUM

$260M

1-Year AUM Growth

0.0%

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$260M

Discretionary AUM$259M

Non-Discretionary AUM$243K

Discretionary %99.9%

Total Clients394

Team

Total Employees5

Investment Advisers10

Employee Growth (1Y)—

Filing History

Total Filings on Record10

First FilingMar 7, 2024

Latest FilingMay 19, 2026

🔒 Full AUM trend chart and 10 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on RIDGELINE WEALTH PLANNING LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.