Lineweaver Wealth Advisors
Lineweaver Wealth Advisors (CRD# 173310) is a financial advisory firm headquartered in Valley View, OH. They manage $751,169,155 in 3,209 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management751MILLION
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Total Number of Accounts3,209ACCOUNTS
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Average Account Value$234,082
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
CA, FL, LA, NY, OH, PA, SC, TX
James Lineweaver (CRD# 2167805) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 30 years of experience in the finance industry.
Mark Niederhelman (CRD# 841360) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 17 years of experience in the finance industry.
Ryan Sowards (CRD# 4897326) is an Investment Advisor Representative working at Lineweaver Wealth Advisors in Valley View, OH and has over 19 years of experience in the finance industry.