LINEWEAVER WEALTH ADVISORS

9035 Sweet Valley Drive
Valley View, Ohio 44125
Tel: 216-520-1711

About LINEWEAVER WEALTH ADVISORS

LINEWEAVER WEALTH ADVISORS, formally registered with the SEC as LINEWEAVER WEALTH ADVISORS. The firm was established in 11/18/2014. They have over 6 offices throughout the country.

LINEWEAVER WEALTH ADVISORS is a Valley View, Ohio based Financial Planning firm with nearly $908,445,099 assets under management, offering retirement planning & investment advisory services to 3544 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173310
SEC#	801-80580
Assets Managed by Firm	$908,445,099
No. of Clients	3544
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3544	$908,445,099
Individuals (other than high net worth individuals)	3111	$486,177,375
High net worth individuals	387	$282,705,725
Pension and profit sharing plans	29	$124,067,530
Corporations or other businesses	12	$15,494,469

More Retirement Planning firms in Valley View, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
DIMENSIONAL FUND ADVISORS LP 6300 Bee Cave Road, Building One Austin, TX, 78746	$749,622,475,396	1153	1166
VICTORY CAPITAL MANAGEMENT INC. 15935 La Cantera Pkwy San Antonio, TX, 78256	$151,257,095,924	2923	481
TPG GLOBAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$141,927,200,000	158	1036
NB ALTERNATIVES ADVISERS LLC 325 North Saint Paul Street, Suite 4900 Dallas, TX, 75201	$118,041,119,970	827	319
TPG CAPITAL ADVISORS, LLC 301 Commerce Street, Suite 3300 Fort Worth, TX, 76102	$112,362,200,000	102	361

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