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RIGHTWEALTH ADVISORS, LLC
CRD 300656 · SEC 801-114853
10050 INNOVATION DRIVE, SUITE 130, MIAMISBURG, OH, 45342, United States
Phone
937-859-9800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$229.3M
Discretionary AUM
$229.3M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 176 | $32.8M |
| High net worth individuals | 58 | $165.9M |
| Pension/profit sharing plans | 3 | $11.6M |
| Corporations/business entities | 12 | $19.1M |
States served
CA, LA, NC, OH, PA, NH, FL
All web addresses on file
Official SEC filing: View on IAPD