9035 Sweet Valley Drive
Valley View, Ohio 44125
Tel: 216-520-1711
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.
| 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 |
| 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 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 | |
| $112,362,200,000 | 102 | 361 |
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