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RIDGELINE WEALTH PLANNING LLC

dba RIDGELINE WEALTH PLANNING LLC · CRD 307702 · Registered Investment Adviser

RIDGELINE WEALTH PLANNING LLC is a Registered Investment Adviser headquartered in CENTERVILLE, OH. The firm reports $259,550,914 in regulatory assets under management across 1,452 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$259,307,829
Non-discretionary$243,085
Total RAUM$259,550,914
Accounts1,452

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 307702. adviserinfo.sec.gov/firm/summary/307702.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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