Lineweaver Wealth Advisors
Valley View, OH·SEC-registered · CRD #173310
Lineweaver Wealth Advisors is an SEC-registered investment advisory firm in Valley View, OH managing $1.1B across 3.7k client accounts, with 7 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.1B
Client accounts
3.7k
Advisory staff
7
Fee model
Fee-based
How Lineweaver Wealth Advisors is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Lineweaver Wealth Advisors
How much does Lineweaver Wealth Advisors manage?
Per its most recent SEC Form ADV filing (03/12/2026), Lineweaver Wealth Advisors reports $1.1B in regulatory assets under management across roughly 3.7k client accounts.
How does Lineweaver Wealth Advisors charge?
Lineweaver Wealth Advisors is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Lineweaver Wealth Advisors a fiduciary?
Yes. Lineweaver Wealth Advisors is registered with the U.S. Securities and Exchange Commission (CRD #173310), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Lineweaver Wealth Advisors taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Lineweaver Wealth Advisors and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Valley View, OH
Profile compiled from Lineweaver Wealth Advisors's public SEC Form ADV filing (CRD #173310, filed 03/12/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Lineweaver Wealth Advisors. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Lineweaver Wealth Advisors? Claim this profile.