Rightwealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Miamisburg, OH. Its latest Form ADV filing, dated March 18, 2026, reports $229M in regulatory assets under management, 4 employees, and 950 accounts.
Assets Under Management
$229M
Employees
4
Offices
--
Total Clients
249
Primary office
MIAMISBURG, OH
10050 INNOVATION DRIVE, SUITE 130, MIAMISBURG, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 70.7% of total clients.
Top client categories% of clientsClients
1
Individuals
70.7%
176
2
HNWI
23.3%
58
3
Corporations
4.8%
12
4
Pension Plans
1.2%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$229Mas of March 18, 2026
Discretionary100.0%
$229M
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$229M
Total Accounts950
10Y AUM Change+$229M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee62:1
10Y Employee Change+1 (+33.3%)
* 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.