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Home > Retirement Planners > ohio > miamisburg > RIGHTWEALTH ADVISORS, LLC
RIGHTWEALTH ADVISORS, LLC
10050 Innovation Drive, Suite 130
Miamisburg, Ohio 45342
Tel: 937-859-9800
About RIGHTWEALTH ADVISORS, LLC
RIGHTWEALTH ADVISORS, LLC, formally registered with the SEC as RIGHTWEALTH ADVISORS, LLC. The firm was established in 03/18/2019. They have over 1 offices throughout the country.
RIGHTWEALTH ADVISORS, LLC is a Miamisburg, Ohio based Financial Planning firm with nearly $166,372,016 assets under management, offering retirement planning & investment advisory services to 656 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300656 |
| SEC# | 801-114853 |
| Assets Managed by Firm | $166,372,016 |
| No. of Clients | 656 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 656 | $166,372,016 |
| Individuals (other than high net worth individuals) | 173 | $30,347,887 |
| High net worth individuals | 52 | $112,719,187 |
| Pension and profit sharing plans | 5 | $10,011,939 |
| Corporations or other businesses | 8 | $13,293,003 |
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|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
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