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 organized as an LLC and SEC-registered since 2014. The firm serves both individual and family clients as well as institutional relationships, and it acts as a capital allocator — placing client capital with third-party managers in addition to managing portfolios directly. Its advisory palette includes financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational workshops. Fee arrangements are varied: percentage of AUM, hourly engagements, and fixed-fee arrangements are all used. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 8
Jacob Cogley
Financial ProfessionalCRD 7567272
Ryan Sowards
DirectorCRD 4897326
James Lineweaver
PresidentCRD 2167805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 94Active vs passive
$619M in ETFs
49%
$304M
44%
$314M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $75.2M | 100,377 | 12.15% |
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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