Lineweaver Wealth Advisors, LLC is a large advisory firm based in Valley View. It manages $306.3 million of regulatory assets for 2,176 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Florida, Louisiana, and 4 other states.
Lineweaver Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Lineweaver Wealth Advisors, LLC is $306.3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 59% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Lineweaver Wealth Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Lineweaver Wealth Advisors is individuals with 1,315 clients and $205.95 million of assets under management. Among the 9 most similar advisory firms, Lineweaver Wealth Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $303.42 million for 1,371 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Lineweaver Wealth Advisors doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 19 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Lineweaver Wealth Advisors, LLC performs its advisory services is located at 9035 Sweet Valley Drive, Valley View, OH 44125, which is also the mailing address of the firm. An additional office of the firm is in Parma, OH. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 216-520-1711 or by fax 216-520-1709. The normal business hours are 8:00 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at lineweaver.net.