{
  "crd_number": 173310,
  "slug": "lineweaver-wealth-advisors-valley-view-oh-173310",
  "primary_business_name": "LINEWEAVER WEALTH ADVISORS",
  "legal_name": "LINEWEAVER WEALTH ADVISORS, LLC",
  "dbas": [
    "LINEWEAVER FINANCIAL GROUP"
  ],
  "city": "Valley View",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-11-18",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-07-01",
  "carried_forward": false,
  "raum_total": 1084177360.0,
  "raum_discretionary": 1084177360.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 21,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 561297382.0,
      "count": 1920
    },
    "pension_profit_sharing": {
      "raum": 128353674.0,
      "count": 28
    },
    "high_net_worth_individuals": {
      "raum": 378742979.0,
      "count": 176
    },
    "corporations_other_businesses": {
      "raum": 15783325.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "LA",
    "NC",
    "NH",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/LINEWEAVERFINANCIALGROUP",
    "https://lineweaver.net",
    "https://linkedin.com/COMPANY/2455413",
    "https://ohioretire.com",
    "https://youtube.com/channel/UCU_plgAa9mpmmkZaO0A5quw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173310",
  "city_as_filed": "VALLEY VIEW",
  "url": "https://advisorcensus.com/firm/lineweaver-wealth-advisors-valley-view-oh-173310",
  "display_name": "Lineweaver Wealth Advisors",
  "summary": "Lineweaver Wealth Advisors is an SEC-registered investment advisory firm in Valley View, OH, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 1, 2026.",
  "citation": "AdvisorCensus. Lineweaver Wealth Advisors (CRD 173310): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Lineweaver Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Lineweaver Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Lineweaver Wealth Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Hourly rate: $50 to $150 an hour (work performed by our staff (administrative/Para planner)); Flat fee: $500 to $2,500 (consulting and project-based work); Flat fee: $2,500 to $15,000 (broad-based planning). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Lineweaver Wealth Advisors located?",
      "a": "Lineweaver Wealth Advisors' principal office is in Valley View, OH, according to its Form ADV; the August 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Lineweaver Wealth Advisors registered with the SEC or a state?",
      "a": "Lineweaver Wealth Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173310."
    },
    {
      "q": "How much does Lineweaver Wealth Advisors manage?",
      "a": "Lineweaver Wealth Advisors reports $1,084,177,360 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Lineweaver Wealth Advisors' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Lineweaver Wealth Advisors: Regulatory assets under management: $556,069,064 in the October 2021 data and $1,084,177,360 in the October 2026 data, up 95%. Total employees: 15 in October 2021 and 21 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Lineweaver Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,920); high net worth individuals (176); pension and profit sharing plans (but not the plan participants or government pension plans) (28)."
    },
    {
      "q": "Which custodians does Lineweaver Wealth Advisors use?",
      "a": "Lineweaver Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Lineweaver Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/173310"
    },
    {
      "q": "What changed in Lineweaver Wealth Advisors' recent Form ADV filings?",
      "a": "In the August 2026 filing data: Registered or notice-filed in NH."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 556069064.0,
      "total_employees": 15,
      "filing_date": "2021-03-18"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 622287491.0,
      "total_employees": 19,
      "filing_date": "2022-05-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 643567909.0,
      "total_employees": 19,
      "filing_date": "2023-09-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 751169155.0,
      "total_employees": 19,
      "filing_date": "2024-09-26"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 908445099.0,
      "total_employees": 19,
      "filing_date": "2025-07-01"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1084177360.0,
      "total_employees": 21,
      "filing_date": "2026-07-01"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7.",
        "Regulatory assets under management went from $908,445,099 to $1,084,177,360 (+19%)."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Registered or notice-filed in CO, GA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $50 to $150 an hour (work performed by our staff (administrative/Para planner))",
      "Flat fee: $500 to $2,500 (consulting and project-based work)",
      "Flat fee: $2,500 to $15,000 (broad-based planning)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $50 to $150 an hour (work performed by our staff (administrative/Para planner))"
        ],
        "quotes": [
          "Our hourly fee for consulting and project-based work ranges up to $350, and we also charge an hourly fee for work performed by our staff (administrative/Para planner) that may range from $50 to $150 an hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $2,500 (consulting and project-based work)"
        ],
        "quotes": [
          "Our flat fees for consulting and project -based work typically range from $500 to $2,500, while fees for broad -based planning typically range from $2,500 to $15,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,500 to $15,000 (broad-based planning)"
        ],
        "quotes": [
          "Our flat fees for consulting and project -based work typically range from $500 to $2,500, while fees for broad -based planning typically range from $2,500 to $15,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 50.0,
          "max": 150.0,
          "period": "hour",
          "service": "work performed by our staff (administrative/Para planner)"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 2500.0,
          "period": "one_time",
          "service": "consulting and project-based work"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 2500.0,
          "max": 15000.0,
          "period": "one_time",
          "service": "broad-based planning"
        }
      ]
    },
    "quotes": [
      "Our hourly fee for consulting and project-based work ranges up to $350, and we also charge an hourly fee for work performed by our staff (administrative/Para planner) that may range from $50 to $150 an hour.",
      "Our flat fees for consulting and project -based work typically range from $500 to $2,500, while fees for broad -based planning typically range from $2,500 to $15,000.",
      "Our flat fees for consulting and project -based work typically range from $500 to $2,500, while fees for broad -based planning typically range from $2,500 to $15,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/lineweaver-wealth-advisors-valley-view-oh-173310.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1920,
      "fewer_than_5": false,
      "raum": 561297382.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 176,
      "fewer_than_5": false,
      "raum": 378742979.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 28,
      "fewer_than_5": false,
      "raum": 128353674.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 15783325.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/173310",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}