CRD: 307702
Ridgeline Wealth Planning LLC
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- Custodian
- Charles Schwab & Company · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-02-2020
- Office Locations
- 1
Office Locations
About Ridgeline Wealth Planning LLC
Ridgeline Wealth Planning is a fee-only, fiduciary RIA providing relationship-led financial planning and an ongoing investment strategy for individuals and families navigating major life and business transitions. The firm takes a team-based approach and incorporates tax planning, retirement, estate, and business succession considerations, typically custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SCOTT W SIMONS
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #4969653
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Lydia Grace Boyer
--
- CRD
- #8180515
Daniel Hamilton Evans
Chief Executive Officer
- CRD
- #7584869
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $259,307,829 | $180,200 |
| Non-Discretionary | $243,085 | $18,699 |
| Total | $259,550,914 | $178,754 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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