# Ridgeline Wealth Planning LLC

> Ridgeline Wealth Planning LLC is an SEC-registered investment advisory firm in Centerville, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 307702
- Filed as: RIDGELINE WEALTH PLANNING LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Centerville, OH
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/307702
- AdvisorCensus page: https://advisorcensus.com/firm/ridgeline-wealth-planning-llc-centerville-oh-307702

## Quick answers

**How is Ridgeline Wealth Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Ridgeline Wealth Planning LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ridgeline Wealth Planning LLC located?**
Ridgeline Wealth Planning LLC's principal office is in Centerville, OH, according to its Form ADV.

**Is Ridgeline Wealth Planning LLC registered with the SEC or a state?**
Ridgeline Wealth Planning LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 307702.

**How much does Ridgeline Wealth Planning LLC manage?**
Ridgeline Wealth Planning LLC reports $259,550,914 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Ridgeline Wealth Planning LLC's assets and staff changed since 2024?**
In the Form ADV data for Ridgeline Wealth Planning LLC: Regulatory assets under management: $147,374,873 in the October 2024 data and $259,550,914 in the October 2026 data, up 76%. Total employees: 8 in October 2024 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ridgeline Wealth Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (346); high net worth individuals (90); corporations or other businesses not listed above (4).

**Which custodians does Ridgeline Wealth Planning LLC use?**
Ridgeline Wealth Planning LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ridgeline Wealth Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/307702

**Does Ridgeline Wealth Planning LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 16, 2026 says: "RWP has a soft minimum opening balance of $250,000 for client relationships. Exceptions can be made in certain circumstances at RWP’s discretion on a case-by-case basis."

**What changed in Ridgeline Wealth Planning LLC's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in SC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 16, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> RWP has a soft minimum opening balance of $250,000 for client relationships. Exceptions can be made in certain circumstances at RWP’s discretion on a case-by-case basis.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $259,550,914
- Discretionary: $259,307,829
- Non-discretionary: $243,085

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 346 | $96,182,441 |
| High net worth individuals | 90 | $159,462,807 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $243,085 |
| Charitable organizations | 2 | $2,764,729 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $897,852 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 12 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, KY, MI, NC, OH, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ridgelinewealthplanning.com
- LinkedIn @ridgeline-wealth-planning

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $147,374,873 | 8 | September 25, 2024 |
| October 2025 | $200,476,930 | 9 | July 28, 2025 |
| October 2026 | $259,550,914 | 12 | October 1, 2026 |

Regulatory assets under management: $147,374,873 in the October 2024 data and $259,550,914 in the October 2026 data, up 76%.
Total employees: 8 in October 2024 and 12 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in SC.

### April 2026
- Regulatory assets under management went from $200,476,930 to $259,550,914 (+29%).

### December 2025
- Employees performing advisory functions went from 3 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ridgeline Wealth Planning LLC (CRD 307702): Form ADV filing data as of October 2026.