This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$260MItem 5.F on the latest filing (2026-09-01); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$259M

Private client RAUM

$256MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$51.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

12

Advisory employees

5

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,452

Individual clients

346

High net worth clients

90

SEC number

801-129850

CRD

307702

Filings on the tape

19

First filed

Mar 7, 2024

Latest filed

Sep 1, 2026

Organised

Limited Liability Company, OH

Website

ridgelinewealthplanning.com

• Occurred

  Mar 7, 2024
  First Form ADV filing

  Ridgeline Wealth Planning Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d37c2dcd-f6f7-7b64-95c2-ff36776d5c90

First observed

Mar 7, 2024

Last observed

Sep 1, 2026 20 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.