RIDGELINE WEALTH PLANNING LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Ohio, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	2
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,154	$147.3M
Non-Discretionary	16	$68,514
Total	1,170	$147.4M

Clients

Type	Number	RAUM
Individuals	277	$79.6M
HNW Individuals	51	$66.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$188,820
Charitable organizations	<5	$352,378
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$558,418
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-129850
SEC ERA File Number	801-129850
SEC CIK Numbers	None
SEC CRD Numbers	307702
Legal Entity Identifier	None

Principal Office

1700 LYONS ROAD, SUITE B
CENTERVILLE
OH
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic