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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SIMONS, SCOTT, W | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (8)
CA FL KY MI NC OH PA TX
Address
1700 LYONS ROAD, SUITE BCENTERVILLE, OH 45458
United States
Phone: (937)-739-3744