|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Ridgeline Wealth Planning LLC
✚
|
|
|---|---|
| CRD # | 307702 |
| SEC # | 801-129850 |
| CIK # | 0002013788 |
| AUM | $200.5 M (2025-07-28) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 937-739-3744 |
| Address | 1700 Lyons Road, Suite B Centerville, OH 45458 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| MGIC Investment Corp | 2.3 | ||
| Amazon Com Inc | 0.6 | ||
| Lam Research Corp | 0.6 | ||
| Procter & Gamble Co | 0.6 | ||
| Nvidia Corp | 0.5 | ||
| Microsoft Corp | 0.5 | ||
| Apple Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 311 | 83.8 |
| (b) Individuals (high net worth individuals) | 74 | 113.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 0.3 |
| (h) Charitable organizations | 2 | 2.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 0.4 |
| (n) Other | 1 | 0.2 |
| Total | 1,249 | 200.5 |
| By Discretionary | ||
| Discretionary | 1,240 | 200.3 |
| Non-Discretionary | 9 | 0.1 |
| Total | 1,249 | 200.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 200.5 | |
| Total | 1,249 | 200.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002013788] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mark Gillam Enterprises
✚
|
CA | 0.2 |
|
New Millennium Group LLC
✚
|
UT | 0.2 |
|
Chris Bulman Inc
✚
|
CA | 0.2 |
|
OATH Planning LLC
✚
|
OK | 0.2 |
|
Blum Financial LP
✚
|
TX | 0.2 |
|
Fischer Investment Strategies LLC
✚
|
CA | 0.2 |
|
The Wealth Coach LLC
✚
|
TX | 0.2 |
|
Acute Investment Advisory LLC
✚
|
AZ | 0.2 |
|
Millares Asset Management LLC
✚
|
FL | 0.2 |
|
Donato Wealth Management PLLC
✚
|
TX | 0.2 |