PPrivate Fund Data Log in Join · $37/mo

James Sheldon Lineweaver

Manager, Chief Compliance Officer, President And CeoLineweaver Wealth Advisors, LLCCRD 2167805

About James Sheldon Lineweaver

James Sheldon Lineweaver is listed as Manager, Chief Compliance Officer, President And Ceo at Lineweaver Wealth Advisors, LLC in Valley View, OH. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Lineweaver Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does James Sheldon Lineweaver work?

James Sheldon Lineweaver is listed as Manager, Chief Compliance Officer, President And Ceo at Lineweaver Wealth Advisors, LLC on SEC Form ADV.

How much of Lineweaver Wealth Advisors, LLC does James Sheldon Lineweaver own?

Form ADV reports a beneficial ownership band of Over 75%.

Lineweaver Wealth Advisors, LLC

TitleManager, Chief Compliance Officer, President And Ceo
OwnershipOver 75%
Control personYes
Since2014
View Lineweaver Wealth Advisors, LLC →