Active
RIDGELINE WEALTH PLANNING LLC
Investment Advice|CENTERVILLE, OH
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$200.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 200.3M |
| Non-Discretionary | 136K |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 307702 |
| SEC Number | 801-129850 |
| Street Address | 1700 LYONS ROAD, SUITE B |
| Location | CENTERVILLE, OH 45458 |
| Country | United States |
| Phone | (937)-739-3744 |
| Fax | N/A |
| Total Employees | 10 |
Client Count by Type (394 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 311 |
| High Net Worth Individual… | 74 |
| Corporations/Businesses | 4 |
| Pension/Profit Sharing Pl… | 2 |
| Charitable Organizations | 2 |
| Other | 1 |
Community Partners
CITY OF CLAYTON
CITY OF DAYTON
CITY OF ENGLEWOOD
CITY OF GERMANTOWN
CITY OF MORAINE
CITY OF UNION
CITY OF VANDALIA
CITY OF WEST CARROLLTON CITY
VILLAGE OF FARMERSVILLE
VILLAGE OF NEW LEBANON
CITY OF CLAYTON
CITY OF DAYTON
CITY OF ENGLEWOOD
CITY OF GERMANTOWN
CITY OF MORAINE
CITY OF UNION
CITY OF VANDALIA
CITY OF WEST CARROLLTON CITY
VILLAGE OF FARMERSVILLE
VILLAGE OF NEW LEBANON
CITY OF CLAYTON
CITY OF DAYTON
CITY OF ENGLEWOOD
CITY OF GERMANTOWN
CITY OF MORAINE
CITY OF UNION
CITY OF VANDALIA
CITY OF WEST CARROLLTON CITY
VILLAGE OF FARMERSVILLE
VILLAGE OF NEW LEBANON
Municipal Government
10 Active
10
Organizations
AUSTIN LANDING COMMUNITY AUTHORITY
CENTERVILLE-WASHINGTON PARK DISTRICT
DAYTON ARCADE NEW COMMUNITY AUTHORITY
JEFFERSON REGIONAL WATER AUTHORITY
MIAMI VALLEY COMMUNICATIONS COUNCIL
MIAMI VALLEY FIRE DISTRICT
MIAMI VALLEY FIRE-EMS ALLIANCE
MIAMI VALLEY RISK MGMT ASSOC OF KETTERING
MONTGOMERY COUNTY REGIONAL ARTS AND CULTURAL DISTRICT
MONTGOMERY COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
MONTGOMERY SOIL AND WATER CONSERVATION DISTRICT
NORTH CLAYTON COMMUNITY AUTHORITY
PHILLIPSBURG FIRE DEPARTMENT
RANDALL RESIDENCE NEW COMMUNITY AUTHORITY
SW OHIO EDUCATIONAL PURCHASING COUNCIL
THE CORNERSTONE OF CENTERVILLE COMMUNITY DEVELOPMENT AUTHORITY
TRI-CITIES NORTH REGIONAL WASTEWATER AUTHORITY
VANCE DARROCH NEW COMMUNITY AUTHORITY
AUSTIN LANDING COMMUNITY AUTHORITY
CENTERVILLE-WASHINGTON PARK DISTRICT
DAYTON ARCADE NEW COMMUNITY AUTHORITY
JEFFERSON REGIONAL WATER AUTHORITY
MIAMI VALLEY COMMUNICATIONS COUNCIL
MIAMI VALLEY FIRE DISTRICT
MIAMI VALLEY FIRE-EMS ALLIANCE
MIAMI VALLEY RISK MGMT ASSOC OF KETTERING
MONTGOMERY COUNTY REGIONAL ARTS AND CULTURAL DISTRICT
MONTGOMERY COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
MONTGOMERY SOIL AND WATER CONSERVATION DISTRICT
NORTH CLAYTON COMMUNITY AUTHORITY
PHILLIPSBURG FIRE DEPARTMENT
RANDALL RESIDENCE NEW COMMUNITY AUTHORITY
SW OHIO EDUCATIONAL PURCHASING COUNCIL
THE CORNERSTONE OF CENTERVILLE COMMUNITY DEVELOPMENT AUTHORITY
TRI-CITIES NORTH REGIONAL WASTEWATER AUTHORITY
VANCE DARROCH NEW COMMUNITY AUTHORITY
AUSTIN LANDING COMMUNITY AUTHORITY
CENTERVILLE-WASHINGTON PARK DISTRICT
DAYTON ARCADE NEW COMMUNITY AUTHORITY
JEFFERSON REGIONAL WATER AUTHORITY
MIAMI VALLEY COMMUNICATIONS COUNCIL
MIAMI VALLEY FIRE DISTRICT
MIAMI VALLEY FIRE-EMS ALLIANCE
MIAMI VALLEY RISK MGMT ASSOC OF KETTERING
MONTGOMERY COUNTY REGIONAL ARTS AND CULTURAL DISTRICT
MONTGOMERY COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
MONTGOMERY SOIL AND WATER CONSERVATION DISTRICT
NORTH CLAYTON COMMUNITY AUTHORITY
PHILLIPSBURG FIRE DEPARTMENT
RANDALL RESIDENCE NEW COMMUNITY AUTHORITY
SW OHIO EDUCATIONAL PURCHASING COUNCIL
THE CORNERSTONE OF CENTERVILLE COMMUNITY DEVELOPMENT AUTHORITY
TRI-CITIES NORTH REGIONAL WASTEWATER AUTHORITY
VANCE DARROCH NEW COMMUNITY AUTHORITY
Special District
18 Active
18
Organizations
BROOKVILLE SCH DIST
CENTERVILLE CITY SCH DIST
DAYTON CITY SCH DIST
DAYTON REGIONAL STEM SCHOOLS INC
HUBER HEIGHTS CTY SCHOOLS
JEFFERSON TOWNSHIP LOCAL SCH DIST
KETTERING CITY SCH DIST
MAD RIVER LOCAL SCH DIST
MIAMISBURG CITY SCH DIST
MIAMI VALLEY CAREER TECH JVSD
MIAMI VALLEY CAREER TECHNOLOGY CENTER
NEW LEBANON SCH DIST
NORTHMONT CITY SCHOOL DIST
NORTHRIDGE LOCAL SCH DIST
OAKWOOD CITY SCH DIST
TROTWOOD-MADISON CITY SCHOOL DIST
VALLEY VIEW LOCAL SCHOOL DIST
VANDALIA BUTLER CITY SCHOOL DIST
WEST CARROLLTON CITY SCHOOL DIST
BROOKVILLE SCH DIST
CENTERVILLE CITY SCH DIST
DAYTON CITY SCH DIST
DAYTON REGIONAL STEM SCHOOLS INC
HUBER HEIGHTS CTY SCHOOLS
JEFFERSON TOWNSHIP LOCAL SCH DIST
KETTERING CITY SCH DIST
MAD RIVER LOCAL SCH DIST
MIAMISBURG CITY SCH DIST
MIAMI VALLEY CAREER TECH JVSD
MIAMI VALLEY CAREER TECHNOLOGY CENTER
NEW LEBANON SCH DIST
NORTHMONT CITY SCHOOL DIST
NORTHRIDGE LOCAL SCH DIST
OAKWOOD CITY SCH DIST
TROTWOOD-MADISON CITY SCHOOL DIST
VALLEY VIEW LOCAL SCHOOL DIST
VANDALIA BUTLER CITY SCHOOL DIST
WEST CARROLLTON CITY SCHOOL DIST
BROOKVILLE SCH DIST
CENTERVILLE CITY SCH DIST
DAYTON CITY SCH DIST
DAYTON REGIONAL STEM SCHOOLS INC
HUBER HEIGHTS CTY SCHOOLS
JEFFERSON TOWNSHIP LOCAL SCH DIST
KETTERING CITY SCH DIST
MAD RIVER LOCAL SCH DIST
MIAMISBURG CITY SCH DIST
MIAMI VALLEY CAREER TECH JVSD
MIAMI VALLEY CAREER TECHNOLOGY CENTER
NEW LEBANON SCH DIST
NORTHMONT CITY SCHOOL DIST
NORTHRIDGE LOCAL SCH DIST
OAKWOOD CITY SCH DIST
TROTWOOD-MADISON CITY SCHOOL DIST
VALLEY VIEW LOCAL SCHOOL DIST
VANDALIA BUTLER CITY SCHOOL DIST
WEST CARROLLTON CITY SCHOOL DIST
School District
19 Active
19
Organizations
0220 ABBEY CREDIT UNION INC
1307 DAY AIR CREDIT UNION
2nd Covenant Ministries
4YOUEQUIPPING
69TH NATIONAL SQUARE DANCE CONVENTION
AAMA OHIO STATE SOCIETY
ACCREDITED RECOVERY HOUSING INC
ACORN OASIS INC
ACTIVEDEEDS
ACTS 29 MINISTRIES INC
ADEQUATE WIRING COMMITTEE OF MIAMI VALLEY
AD GENTES INC
AFRICAN CHILDREN MINISTRIES INC
A FRIEND IN DEED INC
AHADI FOUNDATION
ALDERSGATE UNITED METHODIST CHURCH
ALEX APARTMENTS INC
ALMOST HOME ANIMAL SANCTUARY
ALPHA GAMMA DELTA FRATERNITY
ALPHA MASONIC LODGE #729
0220 ABBEY CREDIT UNION INC
1307 DAY AIR CREDIT UNION
2nd Covenant Ministries
4YOUEQUIPPING
69TH NATIONAL SQUARE DANCE CONVENTION
AAMA OHIO STATE SOCIETY
ACCREDITED RECOVERY HOUSING INC
ACORN OASIS INC
ACTIVEDEEDS
ACTS 29 MINISTRIES INC
ADEQUATE WIRING COMMITTEE OF MIAMI VALLEY
AD GENTES INC
AFRICAN CHILDREN MINISTRIES INC
A FRIEND IN DEED INC
AHADI FOUNDATION
ALDERSGATE UNITED METHODIST CHURCH
ALEX APARTMENTS INC
ALMOST HOME ANIMAL SANCTUARY
ALPHA GAMMA DELTA FRATERNITY
ALPHA MASONIC LODGE #729
0220 ABBEY CREDIT UNION INC
1307 DAY AIR CREDIT UNION
2nd Covenant Ministries
4YOUEQUIPPING
69TH NATIONAL SQUARE DANCE CONVENTION
AAMA OHIO STATE SOCIETY
ACCREDITED RECOVERY HOUSING INC
ACORN OASIS INC
ACTIVEDEEDS
ACTS 29 MINISTRIES INC
ADEQUATE WIRING COMMITTEE OF MIAMI VALLEY
AD GENTES INC
AFRICAN CHILDREN MINISTRIES INC
A FRIEND IN DEED INC
AHADI FOUNDATION
ALDERSGATE UNITED METHODIST CHURCH
ALEX APARTMENTS INC
ALMOST HOME ANIMAL SANCTUARY
ALPHA GAMMA DELTA FRATERNITY
ALPHA MASONIC LODGE #729
Nonprofit Organization
761 Active
761
Organizations
Community Partners97 organizations
VILLAGE OF FARMERSVILLE
Municipal Government·FARMERSVILLE
AUSTIN LANDING COMMUNITY AUTHORITY
Special District·MIAMISBURG
DAYTON ARCADE NEW COMMUNITY AUTHORITY
Special District·DAYTON
MIAMI VALLEY FIRE DISTRICT
Special District·MIAMISBURG
MIAMI VALLEY FIRE-EMS ALLIANCE
Special District·VANDALIA
MIAMI VALLEY RISK MGMT ASSOC OF KETTERING
Special District·KETTERING
MONTGOMERY COUNTY TRANSPORTATION IMPROVEMENT DISTRICT
Special District·DAYTON
NORTH CLAYTON COMMUNITY AUTHORITY
Special District·CLAYTON
PHILLIPSBURG FIRE DEPARTMENT
Special District·PHILLIPSBURG
RANDALL RESIDENCE NEW COMMUNITY AUTHORITY
Special District·HILLIARD
SW OHIO EDUCATIONAL PURCHASING COUNCIL
Special District·VANDALIA
THE CORNERSTONE OF CENTERVILLE COMMUNITY DEVELOPMENT AUTHORITY
Special District·CENTERVILLE
TRI-CITIES NORTH REGIONAL WASTEWATER AUTHORITY
Special District·DAYTON
VANCE DARROCH NEW COMMUNITY AUTHORITY
Special District·MORAINE
DAYTON REGIONAL STEM SCHOOLS INC
School District·KETTERING
MIAMI VALLEY CAREER TECH JVSD
School District·CLAYTON
MIAMI VALLEY CAREER TECHNOLOGY CENTER
School District·CLAYTON
0220 ABBEY CREDIT UNION INC
Nonprofit Organization·VANDALIA
1307 DAY AIR CREDIT UNION
Nonprofit Organization·KETTERING
2nd Covenant Ministries
Nonprofit Organization·Vandalia
4YOUEQUIPPING
Nonprofit Organization·Vandalia
69TH NATIONAL SQUARE DANCE CONVENTION
Nonprofit Organization·KETTERING
AAMA OHIO STATE SOCIETY
Nonprofit Organization·Kettering
ACCREDITED RECOVERY HOUSING INC
Nonprofit Organization·CENTERVILLE
ACORN OASIS INC
Nonprofit Organization·Kettering
ACTIVEDEEDS
Nonprofit Organization·Centerville
ACTS 29 MINISTRIES INC
Nonprofit Organization·VANDALIA
ADEQUATE WIRING COMMITTEE OF MIAMI VALLEY
Nonprofit Organization·Vandalia
AD GENTES INC
Nonprofit Organization·Kettering
AFRICAN CHILDREN MINISTRIES INC
Nonprofit Organization·Kettering
A FRIEND IN DEED INC
Nonprofit Organization·ENGLEWOOD
AHADI FOUNDATION
Nonprofit Organization·ENGLEWOOD
ALDERSGATE UNITED METHODIST CHURCH
Nonprofit Organization·HUBER HEIGHTS
ALEX APARTMENTS INC
Nonprofit Organization·VANDALIA
ALMOST HOME ANIMAL SANCTUARY
Nonprofit Organization·Kettering
ALPHA GAMMA DELTA FRATERNITY
Nonprofit Organization·Centerville
ALPHA MASONIC LODGE #729
Nonprofit Organization·KETTERING
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Kettering
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Kettering
AMERICAN BUSINESS WOMENS ASSOCIATION BUR OAK CHAPTER
Nonprofit Organization·Huber Heights
AMERICAN FEDERATION OF TEACHERS
Nonprofit Organization·New Lebanon
AMERICAN INDO PAK CULTURAL ASSOCIATION
Nonprofit Organization·Centerville
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Kettering
AMERICAN LEGION AUXILIARY
Nonprofit Organization·New Lebanon
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Englewood
AMERICAN LEGION AUXILIARY POST 200
Nonprofit Organization·huber heights
AMERICAN LEGION FT MCKINLEY
Nonprofit Organization·TROTWOOD
American Legion Randolph Post 707
Nonprofit Organization·Englewood
AMERICAN OUTLAWS - DAYTON OH CHAPTER
Nonprofit Organization·Huber Heights
AMERICAN ROSE SOCIETY
Nonprofit Organization·New Lebanon
AMERICAN SOCIETY FOR COMPOSITES
Nonprofit Organization·KETTERING
AMERICAN VOLKSSPORT ASSOCIATION INC
Nonprofit Organization·Englewood
AMVETS
Nonprofit Organization·HUBER HEIGHTS
AMVETS
Nonprofit Organization·Vandalia
AMVETS
Nonprofit Organization·HUBER HEIGHTS
AMVETS
Nonprofit Organization·Vandalia
AMVETS
Nonprofit Organization·kettering
AM VETS OF KETTERING POST 2003 LADIES AUXILIARY
Nonprofit Organization·Kettering
AMVETS POST 99
Nonprofit Organization·VANDALIA
ANGEL FOR ANNA INC
Nonprofit Organization·Centerville
ANOTHER GO ROUND OF JOYFULBLESSINGS
Nonprofit Organization·Trotwood
ANOTHER PERSPECTIVE OF LIFE INC
Nonprofit Organization·Trotwood
ANTHONY TRISSELL MEMORIAL FOUNDATION
Nonprofit Organization·VANDALIA
APICS CHAPTER 64
Nonprofit Organization·HUBER HEIGHTS
ARTEMIS ANIMAL SANCTUARY
Nonprofit Organization·Vandalia
ASIAN AMERICAN COUNCIL
Nonprofit Organization·Centerville
ASIAN AND MIDDLE EASTERN PHYSICIAN ASSISTANTS CAUCUS
Nonprofit Organization·Centerville