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| Ridgeline Wealth Planning LLC
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|---|---|
| CRD # | 307702 |
| SEC # | 801-129850 |
| CIK # | 0002013788 |
| AUM | 259.6 M (2026-06-26) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 937-739-3744 |
| Address | 1700 Lyons Road, Suite B Centerville, OH 45458 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 1.9 | ||
| MGIC Investment Corp | 1.7 | ||
| Blackstone Secured Lending Fund | 1.1 | ||
| Apple Inc | 1.0 | ||
| Lam Research Corp | 0.9 | ||
| Nvidia Corp | 0.8 | ||
| Amazon Com Inc | 0.7 | ||
| Procter & Gamble Co | 0.7 | ||
| Microsoft Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 346 | 96.2 |
| (b) Individuals (high net worth individuals) | 90 | 159.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 2 | 2.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,452 | 259.6 |
| By Discretionary | ||
| Discretionary | 1,439 | 259.3 |
| Non-Discretionary | 13 | 0.2 |
| Total | 1,452 | 259.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 259.6 | |
| Total | 1,452 | 259.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002013788] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Banker Investment Group Inc
✚
|
IN | 260.2 M |
|
Brendel Financial Advisors LLC
✚
|
NH | 260.2 M |
|
Vistica Wealth Advisors LLC
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|
CA | 260.1 M |
|
RFM Financial Solutions LLC
✚
|
MI | 260.1 M |
|
Greenstone Belt Wealth Advisors LLC
✚
|
IL | 260.1 M |
|
Capital Financial Advisors of New York LLC
✚
|
NY | 260.0 M |
|
Bridge Generations Wealth Management LLC
✚
|
FL | 259.8 M |
|
Global Financial Advisory Services Inc
✚
|
CA | 259.3 M |
|
Elevation Wealth Management LLC
✚
|
259.2 M | |
|
KURE Advisory LLC
✚
|
MN | 259.0 M |