# Lineweaver Wealth Advisors

Lineweaver Wealth Advisors is a Bank / Wealth / Trust based in Valley View, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Valley View, United States
- **Region:** North America
- **Address:** Valley View, OH, United States
- **Founded:** 1993
- **Assets under management:** Undisclosed
- **Website:** lineweaver.net
- **LinkedIn:** https://www.linkedin.com/company/2455413

## Regulatory record

- **CRD number:** 173310
- **SEC file number:** 801-80580
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0

## About

Lineweaver Wealth Advisors opened its doors in 1993, making it a three-decade fixture in the Cleveland-area wealth management landscape. The firm is structured as a registered investment adviser and serves individuals, trusts, estates, and business entities. Its longevity, operating from a single location in Valley View, Ohio, points to a relationship-driven advisory model built on recurring local referrals rather than national marketing campaigns. The firm's strategy centers on traditional wealth management, offering financial planning and discretionary portfolio management. Asset-class exposure focuses on public equities, fixed income, and mutual fund or ETF allocations, with no public record of direct private-market commitments, venture capital, or alternative assets. Operational scale remains opaque, as the firm does not publicly disclose assets under management or advisor headcount. No adjacent philanthropic vehicles, club memberships, or operating-company relationships are apparent from public record, reinforcing the image of a focused, no-frills advisory shop. Structurally, Lineweaver sits in the vast middle of American wealth management — a locally owned RIA without the platform resources of a wirehouse or the branding of a national aggregator. This architecture allows for high-touch service but limits the sourcing and product breadth that larger firms can offer. The practice's independence and longevity represent its primary differentiator in a consolidating industry. LINEWEAVER WEALTH ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-07-01, it reported 21 employees; 3,713 advisory accounts; services including Educational seminars and workshops, Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.

## Questions

### Does Lineweaver manage any pooled investment vehicles or funds?

There is no public evidence that Lineweaver sponsors proprietary mutual funds, ETFs, or private funds. The firm operates as an advisory practice, not a fund sponsor, and constructs portfolios using external securities and investment products.

### How is Lineweaver Wealth Advisors regulated?

The firm is registered with the U.S. Securities and Exchange Commission as an investment adviser. This subjects it to the fiduciary standard under the Investment Advisers Act of 1940 and ongoing SEC examination authority.

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Updated: 2026-10-24T19:50:38Z

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