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LINEWEAVER WEALTH ADVISORS
Legal name: LINEWEAVER WEALTH ADVISORS, LLC
CRD 173310File 801-80580
APPROVED
Retail clients
Custody
Filing as of Jul 1, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$1.08B
Clients
2,134
3,713 accounts
Employees
21
Above cohort median in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 18, 2014
- Principal office
- 9035 SWEET VALLEY DRIVE, VALLEY VIEW, OH, 44125
- Phone
- 216-520-1711
- Website
- HTTP://WWW.LINEWEAVER.NET
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.08B
- Discretionary AUM
- $1.08B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 3,713
- Non-discretionary accounts
- 0
- Total accounts
- 3,713
- AUM per client
- $508K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $15.8M |
| High net worth individuals | 176 | $378.7M |
| Pension and profit sharing plans | 28 | $128.4M |
| Individuals (other than high net worth individuals) | 1,920 | $561.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 21 | increased by2 |
| Apr 1, 2026 | Clients | 3,539 | 2,134 | decreased by1,405 |
| Apr 1, 2026 | AUM | $908,445,099 | $1,084,177,360 | increased by$175,732,261 |
| Apr 1, 2026 | Accounts | 3,544 | 3,713 | increased by169 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,762 | 3,539 | increased by777 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $622,287,491 | $908,445,099 | increased by$286,157,608 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,762 | 3,544 | increased by782 |
| Apr 1, 2022 | Employees | 15 | 19 | increased by4 |
| Apr 1, 2022 | Clients | 2,574 | 2,762 | increased by188 |
| Apr 1, 2022 | AUM | $556,069,064 | $622,287,491 | increased by$66,218,427 |
| Apr 1, 2022 | Accounts | 2,578 | 2,762 | increased by184 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LINEWEAVER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LINEWEAVER WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.