Lineweaver Wealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Lineweaver Wealth Advisors LLC
CRD #173310
SEC #801-80580
CIK #
AUM $306.3 MM (100% Disc, 100% US)
Employees16 (19% Investors, 19% Brokers)
Phone216-520-1711
Address9035 Sweet Valley Drive
Valley View, OH 44125
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
3152521891266302011201420172020
Comparable Firms State AUM ($BB)
Altrius Capital Management Inc
NC 0.3
Ifrah Financial Services Inc
AR 0.3
IMS Capital Management Inc
OR 0.3
Taddei Ludwig & Associates Inc
CA 0.3
Fiduciary Investment Trusts LLC
KS 0.3
Nicollet Investment Management Inc
MN 0.3
The Patriot Financial Group Insurance Agency LLC
MA 0.3
Prosper Advisors LLC
NY 0.3
Tamar Securities LLC
CA 0.3
Jojenco Holdings LLC
TX 0.3
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com