VALLEY VIEW, OHCRD 173310Latest ADV March 12, 2026
Lineweaver Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Valley View, OH. Its latest Form ADV filing, dated March 12, 2026, reports $1.1B in regulatory assets under management, 21 employees, 5 offices, and 3,713 accounts.
Assets Under Management
$1.1B
Employees
21
Offices
5 offices
Total Clients
2,134
Primary office
VALLEY VIEW, OH
9035 SWEET VALLEY DRIVE, VALLEY VIEW, OH, United States
Top client segmentIndividuals represent 90.0% of total clients.
Top client categories% of clientsClients
1
Individuals
90.0%
1,920
2
HNWI
8.2%
176
3
Pension Plans
1.3%
28
4
Corporations
0.5%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 12, 2026
Discretionary100.0%
$1.1B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts3,713
10Y AUM Change+$827M (+321.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee102:1
10Y Employee Change-5 (-19.2%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.