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LINEWEAVER WEALTH ADVISORS
LINEWEAVER WEALTH ADVISORS, LLC
CRD 173310 · SEC 801-80580
9035 SWEET VALLEY DRIVE, VALLEY VIEW, OH, 44125, United States
Phone
216-520-1711
Fax
216-520-1709
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.08B
Team
21 total employees; 7 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1920 | $561.3M |
| High net worth individuals | 176 | $378.7M |
| Pension/profit sharing plans | 28 | $128.4M |
| Corporations/business entities | 10 | $15.8M |
States served
CA, CO, GA, LA, NY, NC, OH, PA, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD