CENTERVILLE, OHCRD 307702Latest ADV March 16, 2026
Ridgeline Wealth Planning LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Centerville, OH. Its latest Form ADV filing, dated March 16, 2026, reports $260M in regulatory assets under management, 8 employees, and 1,452 accounts.
Assets Under Management
$260M
Employees
8
Offices
--
Total Clients
443
Primary office
CENTERVILLE, OH
1700 LYONS ROAD, SUITE B, CENTERVILLE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.1% of total clients.
Top client categories% of clientsClients
1
Individuals
78.1%
346
2
HNWI
20.3%
90
3
Corporations
0.9%
4
4
Charitable
0.5%
2
5
Pension Plans
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$260Mas of March 16, 2026
Discretionary99.9%
$259M
100% of total RAUM99.9%
Non-discretionary0.1%
$243K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$260M
Total Accounts1,452
10Y AUM Change+$112M (+76.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee55:1
10Y Employee Change+1 (+14.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.