LINEWEAVER WEALTH ADVISORS, LLC

LINEWEAVER WEALTH ADVISORS
VALLEY VIEW, Ohio·1 registered advisor·CRD# 173310
SEC# 801-805805216-520-1711
01

Firm Overview

AUM
$751M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LINEWEAVER WEALTH ADVISORS, LLC

1 registered advisor
James Sheldon Lineweaver
VALLEY VIEW, Ohio
05

Office Locations

VALLEY VIEW, Ohio
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. LINEWEAVER WEALTH ADVISORS, LLC (CRD# 173310) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.