# Lineweaver Wealth Advisors

> 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.

- CRD: 173310
- Filed as: LINEWEAVER WEALTH ADVISORS
- Legal name: Lineweaver Wealth Advisors, LLC
- Also doing business as: LINEWEAVER FINANCIAL GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Valley View, OH
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173310
- AdvisorCensus page: https://advisorcensus.com/firm/lineweaver-wealth-advisors-valley-view-oh-173310

## Quick answers

**How is Lineweaver Wealth Advisors compensated?**
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).

**How much does Lineweaver Wealth Advisors charge?**
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.

**Where is Lineweaver Wealth Advisors located?**
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).

**Is Lineweaver Wealth Advisors registered with the SEC or a state?**
Lineweaver Wealth Advisors is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173310.

**How much does Lineweaver Wealth Advisors manage?**
Lineweaver Wealth Advisors reports $1,084,177,360 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**How have Lineweaver Wealth Advisors' assets and staff changed since 2021?**
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.

**What types of clients does Lineweaver Wealth Advisors serve?**
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).

**Which custodians does Lineweaver Wealth Advisors use?**
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.

**Does Lineweaver Wealth Advisors report any disciplinary disclosures?**
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

**What changed in Lineweaver Wealth Advisors' recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in NH.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 12, 2026)

- Hourly rate: $50 to $150 an hour (work performed by our staff (administrative/Para planner))

> 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.

- Flat fee: $500 to $2,500 (consulting and project-based work)

> 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.

- Flat fee: $2,500 to $15,000 (broad-based planning)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,084,177,360
- Discretionary: $1,084,177,360
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,920 | $561,297,382 |
| High net worth individuals | 176 | $378,742,979 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 28 | $128,353,674 |
| Corporations or other businesses not listed above | 10 | $15,783,325 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2014 (11 years)
- Employees: 21 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, LA, NC, NH, NY, OH, PA, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Akron, OH
- Mayfield Hts., OH
- Parma, OH
- Strongsville, OH
- Westlake, OH

### Websites listed on Form ADV (Item 1.I)
- [lineweaver.net](https://lineweaver.net)
- [ohioretire.com](https://ohioretire.com)
- Facebook @LINEWEAVERFINANCIALGROUP
- LinkedIn @2455413
- YouTube @UCU_plgAa9mpmmkZaO0A5quw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $556,069,064 | 15 | March 18, 2021 |
| October 2022 | $622,287,491 | 19 | May 9, 2022 |
| October 2023 | $643,567,909 | 19 | September 12, 2023 |
| October 2024 | $751,169,155 | 19 | September 26, 2024 |
| October 2025 | $908,445,099 | 19 | July 1, 2025 |
| October 2026 | $1,084,177,360 | 21 | July 1, 2026 |

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.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in NH.

### April 2026
- Employees performing advisory functions went from 6 to 7.
- Regulatory assets under management went from $908,445,099 to $1,084,177,360 (+19%).

### February 2026
- Registered or notice-filed in CO, GA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Lineweaver Wealth Advisors (CRD 173310): Form ADV filing data as of October 2026.