Multi-Family OfficeRIA · CRD 300656SEC-Registered

Updated:

RIGHTWEALTH ADVISORS, LLC

RIGHTWEALTH ADVISORS, LLC is an SEC-registered investment adviser in Miamisburg, Ohio, registered since 2019. The firm manages approximately $229 million in...

RIGHTWEALTH ADVISORS, LLC

RIGHTWEALTH ADVISORS, LLC is an SEC-registered investment adviser in Miamisburg, Ohio, registered since 2019. The firm manages approximately $229 million in regulatory assets. It has 4 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

Who makes investment decisions at RIGHTWEALTH ADVISORS, LLC?

The firm does not publicly disclose its investment committee or individual decision-makers. As a multi-family office, it may delegate to registered investment advisors or a team of professionals, but no named CIOs or CEOs appear in public records.

Is RIGHTWEALTH ADVISORS, LLC a single-family or multi-family office?

Based on its name—'RIGHTWEALTH ADVISORS'—and business registration, it operates as a multi-family office (MFO). This structure typically serves multiple unrelated wealthy families, pooling certain services while maintaining separate portfolios (per state LLC filings).

What is the firm's known investment strategy or asset class focus?

No specific asset class or investment strategy is publicly associated with RIGHTWEALTH ADVISORS, LLC. As a family office, it may invest across equities, fixed income, real estate, and alternatives on behalf of its client families, but no holdings or commitments have been reported.

Does RIGHTWEALTH ADVISORS, LLC participate in fund commitments or direct investing?

There are no public records of RIGHTWEALTH ADVISORS, LLC making fund commitments or direct investments. It is likely a pure wealth advisory entity that coordinates capital deployment through external platforms or client-directed allocations.

Where does the underlying wealth managed by RIGHTWEALTH ADVISORS, LLC originate?

The origins of the families served by this multi-family office are not publicly documented. Given the firm's name and absence of disclosure, wealth likely stems from private business ownership, entrepreneurship, or multigenerational sources.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on family offices?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Multi Family Office profiles