Lineweaver Wealth Advisors, LLC
● SEC registered since 2014CRD 173310SEC# 801-80580Valley View, OH
Reg. AUM
$1.08B
Employees
21
Accounts
3,713
Location
Valley View, OH
Lineweaver Wealth Advisors, LLC assets under management
Lineweaver Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Valley View, OH. The firm has been registered since 2014. It reports $1.1 billion in regulatory assets under management and employs 21 people.
Lineweaver Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chad Roope | Chief Investment Officer | Under 5% | 2024 |
| James Sheldon Lineweaver Control | Manager, Chief Compliance Officer, President And Ceo | Over 75% | 2014 |
Frequently asked questions
How much does Lineweaver Wealth Advisors, LLC manage?
Lineweaver Wealth Advisors, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Lineweaver Wealth Advisors, LLC have?
Lineweaver Wealth Advisors, LLC reports 21 employees.
Where is Lineweaver Wealth Advisors, LLC located?
Lineweaver Wealth Advisors, LLC is based in Valley View, OH and has been SEC-registered since 2014.
Does Lineweaver Wealth Advisors, LLC disclose fund performance?
Lineweaver Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9035 Sweet Valley Drive, Valley View, OH 44125 |
| Phone | 216-520-1711 |
| Fax | 216-520-1709 |
| Office hours | 8:00 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $1.08B