Ridgeline Wealth Planning Revenue
Financial Services • 
Washington, Ohio, United States • 1-10 Employees
Ridgeline Wealth Planning revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Key Contact at Ridgeline Wealth Planning
Michelle Cooper
Director Of Operations And Personnel
Company overview
| Headquarters | 1700 Lyons Rd, Suite B, Dayton, Ohio 45458, US |
| Phone number | +19377393744 |
| Website | |
| NAICS | 52 |
| Keywords | Tax Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Business Succession & Transition Planning |
| Founded | 2020 |
| Employees | 1-10 |
Ridgeline Wealth Planning Email Formats
Ridgeline Wealth Planning uses 2 email formats. The most common is {first name} (e.g., john@ridgelinewealthplanning.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@ridgelinewealthplanning.com | 57.1% |
{first initial} | j@ridgelinewealthplanning.com | 42.9% |
About Ridgeline Wealth Planning
At Ridgeline Wealth Planning, we walk with clients to help them discover their goals, design a plan and celebrate their success. Our heartbeat is to guide our clients with genuine care. When it's time to make life's biggest decisions, our team is there to sit on your side of the table. Seeking to exceed our clients' expectations and deliver intentional service, our team is excited about coming alongside you through the highs and lows while displaying our core values: care, excellence, teamwork, and integrity. Ridgeline Wealth Planning LLC (RWP) is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where RWP and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability, or completeness. RWP does not endorse, authorize, or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products, or information, or for the collection or use of information regarding the website’s users and/or members.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Ridgeline Wealth Planning has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Ridgeline Wealth Planning has never raised funding before.
Ridgeline Wealth Planning Tech Stack
Discover the technologies and tools that power Ridgeline Wealth Planning's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Performance
United Kingdom
Italy
Spain
Canada
Australia
Frequently asked questions
4.8
40,000 users
