# Rightwealth Advisors, LLC

> Rightwealth Advisors, LLC is an SEC-registered investment advisory firm in Miamisburg, OH, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 300656
- Filed as: RIGHTWEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miamisburg, OH
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300656
- AdvisorCensus page: https://advisorcensus.com/firm/rightwealth-advisors-llc-miamisburg-oh-300656

## Quick answers

**How is Rightwealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Rightwealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Rightwealth Advisors, LLC located?**
Rightwealth Advisors, LLC's principal office is in Miamisburg, OH, according to its Form ADV.

**Is Rightwealth Advisors, LLC registered with the SEC or a state?**
Rightwealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300656.

**How much does Rightwealth Advisors, LLC manage?**
Rightwealth Advisors, LLC reports $229,298,021 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**How have Rightwealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Rightwealth Advisors, LLC: Regulatory assets under management: $153,838,440 in the October 2021 data and $229,298,021 in the October 2026 data, up 49%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Rightwealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (176); high net worth individuals (58); corporations or other businesses not listed above (12).

**Which custodians does Rightwealth Advisors, LLC use?**
Rightwealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Rightwealth Advisors, LLC 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/300656

**Does Rightwealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "RWA does not impose a minimum portfolio size or a minimum initial investment to open an account."

**What changed in Rightwealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in LA, NH, PA.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: None

> RWA does not impose a minimum portfolio size or a minimum initial investment to open an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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: $229,298,021
- Discretionary: $229,298,021
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 176 | $32,773,751 |
| High net worth individuals | 58 | $165,877,809 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 3 | $11,554,446 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | 12 | $19,092,015 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, NC, NH, OH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- rightwa.com
- LinkedIn @rightwealth-advisors-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $153,838,440 | 4 | March 12, 2021 |
| October 2022 | $194,086,443 | 4 | March 11, 2022 |
| October 2023 | $160,722,009 | 4 | March 13, 2023 |
| October 2024 | $166,372,016 | 4 | March 15, 2024 |
| October 2025 | $221,259,632 | 4 | March 20, 2025 |
| October 2026 | $229,298,021 | 4 | March 18, 2026 |

Regulatory assets under management: $153,838,440 in the October 2021 data and $229,298,021 in the October 2026 data, up 49%.
Total employees: 4 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in LA, NH, PA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Rightwealth Advisors, LLC (CRD 300656): Form ADV filing data as of October 2026.