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Lineweaver Wealth Advisors, LLC

● SEC registered since 2014CRD 173310SEC# 801-80580Valley View, OH
Export (members)
Reg. AUM
$908.4M
Employees
19
Accounts
3,544
Location
Valley View, OH

Lineweaver Wealth Advisors, LLC assets under management

Lineweaver Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Valley View, OH. The firm has been registered since 2014. It reports $908.4 million in regulatory assets under management and employs 19 people.
www.ohioretire.comView on SEC.gov ↗

Lineweaver Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Chad RoopeChief Investment OfficerUnder 5%2024
James Sheldon Lineweaver ControlManager, Chief Compliance Officer, President And CeoOver 75%2014

Frequently asked questions

How much does Lineweaver Wealth Advisors, LLC manage?

Lineweaver Wealth Advisors, LLC reports $908.4 million in regulatory assets under management on its Form ADV.

How many employees does Lineweaver Wealth Advisors, LLC have?

Lineweaver Wealth Advisors, LLC reports 19 employees.

Where is Lineweaver Wealth Advisors, LLC located?

Lineweaver Wealth Advisors, LLC is based in Valley View, OH and has been SEC-registered since 2014.

Does Lineweaver Wealth Advisors, LLC disclose fund performance?

Lineweaver Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9035 Sweet Valley Drive, Valley View, OH 44125
Phone216-520-1711
Fax216-520-1709
Office hours8:00 a.m. - 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$908.4M
Non-discretionary$0
Total (RAUM)$908.4M