Lineweaver Wealth Advisors
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
FINTRXOverview
Lineweaver Wealth Advisors is an independent, owner-operated registered investment adviser that registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Lineweaver acts as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities25%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
Contacts
3 of 9
Robert Armagno
Investment Adviser RepresentativeCRD 5900584
Chad Roope
Portfolio ManagerCRD 5223517
Mark Niederhelman
Financial ConsultantCRD 841360
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$629M in ETFs
49%
$307M
44%
$322M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $77.2M | 100,802 | 12.27% |
Location
Valley View, OH
Cuyahoga
Location
Valley View, OH
Headquartered in Valley View, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 9035 Sweet Valley Dr
- Time zone
- ET (UTC-5)
- Office locations
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