Lineweaver Wealth Advisors Review

Trust Score 86%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

Share Firm Profile

Lineweaver Wealth Advisors, federally registered in 2014, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 3 advisors. Lineweaver Wealth Advisors manages $306.3 million and provides investment advisory services for 1,371 clients (1:457 advisor/client ratio). This firm does not have a disciplinary history.


View More keyboard_arrow_down


View More keyboard_arrow_down

Download PDF

Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $223,416
Hybrid Advisor No
Disciplinary History No
Total AUM $306.3 million
Advisor / Client Ratio 1:457
Headquarters 9035 Sweet Valley Drive Valley View, OH 44125
SEC Filings Forms and Brochures    (CRD # 173310)
State(s) Registered CA, FL, LA, NY, OH, PA, TX

Questions & Answers

Get answers about Lineweaver Wealth Advisors

Ask a question question_answer