Lineweaver Wealth Advisors

Lineweaver Wealth Advisors (CRD# 173310) is a financial advisory firm headquartered in Valley View, OH. They manage $643,567,909 in 3,979 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    644
    MILLION
  • Total Number of Accounts
    3,979
    ACCOUNTS
  • Average Account Value
    $161,741
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, LA, NY, OH, PA, SC, TX

Financial Advisors at Lineweaver Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
James S. Lineweaver
CRD#: 2167805
9035 Sweet Valley Drive, Valley View, OH 44125

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.

2
Mark R. Niederhelman
CRD#: 841360
9035 Sweet Valley Drive, Valley View, OH 44125

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.

3
Ryan C. Sowards
CRD#: 4897326
9035 Sweet Valley Drive, Valley View, OH 44125

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.

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