LINEWEAVER WEALTH ADVISORS

RIASEC RegisteredEst. 2014

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$292K

Accounts

3,713

Employees

Advisory reps

Firm details

Headquarters: Valley View, Ohio
CRD number: 173310
Registered since: November 18, 2014
Website: www.lineweaver.net
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals51.77%
HNWI34.93%
Pension & Profit Sharing Plans11.84%
Corporations / Businesses1.46%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Lineweaver Wealth Advisors is an independent registered investment adviser that acts as a capital allocator for individuals, families and some institutional clients. The firm provides comprehensive financial planning and discretionary portfolio management alongside pension consulting, selection of outside advisers and educational workshops. Fee arrangements include a percentage of AUM, hourly charges and fixed fees, allowing flexibility for both ongoing advisory relationships and project-based work. Investment behavior tilts toward public funds and ETFs as the backbone of portfolios, with a clear core-satellite posture: broad-market ETFs form the core and are complemented by select individual equity positions and third‑party alternative managers where appropriate. The adviser does not market itself as an ESG-focused manager and is structured as an owner-operated firm that registered with the SEC in 2014.