RIDGELINE WEALTH PLANNING LLC
CRD #307702 SEC #801-129850 CENTERVILLE, OH (937)-739-3744
SEC Registered
Total AUM
$200.5M
Discretionary
$200.3M
Employees
9
Clients
101
Accounts
1,249
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $200.5M | $200.3M | $136K | 9 | 0 |
| Oct 2025 | $200.5M | $200.3M | $136K | 9 | 0 |
| Oct 2025 | $200.5M | $200.3M | $136K | 10 | 0 |
| Jul 2025 | $200.5M | $200.3M | $136K | 9 | 0 |
| May 2025 | $200.5M | $200.3M | $136K | 10 | 0 |
| Mar 2025 | $200.5M | $200.3M | $136K | 9 | 0 |
| Feb 2025 | $147.4M | $147.3M | $68.5K | 9 | 0 |
| Nov 2024 | $147.4M | $147.3M | $68.5K | 8 | 0 |
| Nov 2024 | $147.4M | $147.3M | $68.5K | 8 | 0 |
| Nov 2024 | $147.4M | $147.3M | $68.5K | 8 | 0 |
| Sep 2024 | $147.4M | $147.3M | $68.5K | 8 | 0 |
| Jul 2024 | $147.4M | $147.3M | $68.5K | 8 | 0 |
| Jun 2024 | $147.4M | $147.3M | $68.5K | 11 | 0 |
| Jun 2024 | $147.4M | $147.3M | $68.5K | 10 | 0 |
| Jun 2024 | $147.4M | $147.3M | $68.5K | 10 | 0 |
| Mar 2024 | $147.4M | $147.3M | $68.5K | 7 | 0 |
| Mar 2024 | $147.4M | $147.3M | $68.5K | 7 | 0 |
DateNov 2025
Total AUM$200.5M
Discretionary$200.3M
Non-Disc.$136K
Employees9
Clients0
DateOct 2025
Total AUM$200.5M
Discretionary$200.3M
Non-Disc.$136K
Employees9
Clients0
DateOct 2025
Total AUM$200.5M
Discretionary$200.3M
Non-Disc.$136K
Employees10
Clients0
DateJul 2025
Total AUM$200.5M
Discretionary$200.3M
Non-Disc.$136K
Employees9
Clients0
DateMay 2025
Total AUM$200.5M
Discretionary$200.3M
Non-Disc.$136K
Employees10
Clients0
DateMar 2025
Total AUM$200.5M
Discretionary$200.3M
Non-Disc.$136K
Employees9
Clients0
DateFeb 2025
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees9
Clients0
DateNov 2024
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees8
Clients0
DateNov 2024
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees8
Clients0
DateNov 2024
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees8
Clients0
DateSep 2024
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees8
Clients0
DateJul 2024
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees8
Clients0
DateJun 2024
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees11
Clients0
DateJun 2024
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees10
Clients0
DateJun 2024
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees10
Clients0
DateMar 2024
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees7
Clients0
DateMar 2024
Total AUM$147.4M
Discretionary$147.3M
Non-Disc.$68.5K
Employees7
Clients0