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James Sheldon Lineweaver

LINEWEAVER WEALTH ADVISORS, LLC·VALLEY VIEW, Ohio
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9035 SWEET VALLEY DRIVE, VALLEY VIEW, OH 44125CRD# 2167805Firm CRD# 173310
01

About

James Sheldon Lineweaver is a registered financial advisor based in VALLEY VIEW, Ohio, affiliated with LINEWEAVER WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LINEWEAVER WEALTH ADVISORS, LLC
LINEWEAVER WEALTH ADVISORS
AUM
$751M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at LINEWEAVER WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2167805
Firm CRD# 173310
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Sheldon Lineweaver offer?
James Sheldon Lineweaver specializes in Financial Planning, Investment Management. Contact their office in VALLEY VIEW, Ohio for a consultation.
What are James Sheldon Lineweaver's credentials?
James Sheldon Lineweaver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Sheldon Lineweaver located?
James Sheldon Lineweaver is based in VALLEY VIEW, Ohio, working with LINEWEAVER WEALTH ADVISORS, LLC. Their office serves clients in the VALLEY VIEW metropolitan area and surrounding communities.
How does James Sheldon Lineweaver charge for services?
James Sheldon Lineweaver's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LINEWEAVER WEALTH ADVISORS, LLC?
LINEWEAVER WEALTH ADVISORS, LLC has approximately 19 employees and manages $751M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VALLEY VIEW
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
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CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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