Data / Investment advisers / Ohio / Lineweaver Wealth Advisors
Lineweaver Wealth Advisors, Valley View, OH: $1.1 billion AUM, SEC registered investment adviser
Lineweaver Wealth Advisors is an SEC registered investment adviser with its main office in Valley View, Ohio and reports $1.1 billion in regulatory assets under management in its Form ADV filed July 1, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 173310
- SEC file number
- 801-80580
- SEC status
- Approved, effective November 18, 2014
- Legal name
- Lineweaver Wealth Advisors, LLC
- Main office
- 9035 Sweet Valley Drive, Valley View, OH 44125
- Phone
- (216) 520-1711
- Website
- ohioretire.com
- Regulatory AUM
- $1,084,177,360 in the Form ADV filed July 1, 2026
- Discretionary AUM
- $1,084,177,360
- Accounts
- 3,713
- Employees
- 21, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 5
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 1, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 1,920 | $561.3 million |
| High net worth individuals | 176 | $378.7 million |
| Pension and profit sharing plans | 28 | $128.4 million |
| Corporations or other businesses | 10 | $15.8 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.08 billion | March 12, 2026 |
| December 1, 2025 | $908.4 million | July 1, 2025 |
Other advisers in Ohio
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| W.A. Smith Financial Group | Sandusky | $1.16 billion | Not listed | adviserinfo.sec.gov |
| Frazier Financial Advisors, LLC | Columbus | $1.16 billion | Not listed | adviserinfo.sec.gov |
| Ancora Alternatives LLC | Cleveland | $1.13 billion | 17 | adviserinfo.sec.gov |
| Kohmann Bosshard Financial Services, LLC. | Akron | $1.12 billion | Not listed | adviserinfo.sec.gov |
| The Joseph Group Capital Management | Columbus | $1.09 billion | Not listed | adviserinfo.sec.gov |
| BPS Wealth Advisors, Inc. | Canfield | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Randolph Co Inc | Cincinnati | $1.08 billion | Not listed | adviserinfo.sec.gov |
| St. Clair Advisors, LLC | Mayfield Heights | $1.07 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ohio
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Lineweaver Wealth Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.