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Rightwealth Advisors, LLC

● SEC registered since 2019CRD 300656SEC# 801-114853Miamisburg, OH
Export (members)
Reg. AUM
$221.3M
Employees
4
Accounts
694
Location
Miamisburg, OH

Rightwealth Advisors, LLC assets under management

Rightwealth Advisors, LLC is an SEC-registered investment adviser based in Miamisburg, OH. The firm has been registered since 2019. It reports $221.3 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/rightwealth-advisors-llc/aboutView on SEC.gov ↗

Rightwealth Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Adam M Chudde ControlManaging Partner25-50%2019
James Russell HadawayChief Compliance OfficerUnder 5%2019
Robert Edward Lampe ControlManaging Partner25-50%2020
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Frequently asked questions

How much does Rightwealth Advisors, LLC manage?

Rightwealth Advisors, LLC reports $221.3 million in regulatory assets under management on its Form ADV.

How many employees does Rightwealth Advisors, LLC have?

Rightwealth Advisors, LLC reports 4 employees.

Where is Rightwealth Advisors, LLC located?

Rightwealth Advisors, LLC is based in Miamisburg, OH and has been SEC-registered since 2019.

Does Rightwealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address10050 Innovation Drive, Suite 130, Miamisburg, OH 45342
Phone937-859-9800
Office hours8:30-5
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$221.3M
Non-discretionary$0
Total (RAUM)$221.3M