# Ridgeline Wealth Planning LLC

Ridgeline Wealth Planning LLC is a Multi Family Office based in Centerville.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Centerville
- **Assets under management:** Undisclosed
- **Website:** https://ridgelinewealthplanning.com

## Regulatory record

- **CRD number:** 307702
- **SEC file number:** 801-129850
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307702

## About

Ridgeline Wealth Planning LLC is an SEC-registered investment adviser in Centerville, OH, registered since 2024. The firm manages $260 million in assets, with $259 million on a discretionary basis. It has 12 employees and 5 investment advisers.

## Questions

### Where is Ridgeline Wealth Planning LLC located?

The firm's physical address is not publicly available. No city, state, or country of operations has been confirmed. A general web search yields no office location, phone number, or mailing address associated with the firm.

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Last updated: 2026-07-09T01:05:25.305Z

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