Lineweaver Wealth Advisors LLC

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Lineweaver Wealth Advisors LLC
CRD #173310
SEC #801-80580
CIK #0001797873
AUM 1,084.2 M (2026-03-12)
Employees 21 (33% Investors, 5% Brokers)
Fees
Minimum
Phone216-520-1711
Address9035 Sweet Valley Drive
Valley View, OH 44125
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($M)
110088066044022002010201520212027
Fees and Compensation — Form ADV Part 2A (3/12/2026) [Brochure]
Fees and Compensation - Item 5

 Portfolio Management Services
 Our fee for portfolio management services is based on a percentage of the assets in your account and
 is set forth in the following annual fee schedule:

  Assets Under Management                             Annual Maximum Fee
  Up to $500,000                                      1.85%
  $500,001 - $5,000,000                               1.65%
  $5,000,001 - $10,000,000                            1.50%
  Over $10,000,000                                    1.25%

 Our fee is typically billed monthly in arrears based on the average daily balance of your account during
 the past month. In certain circumstances, and in our sole discretion, we may negotiate other fee-paying
 arrangements, such as monthly in advance payments.

 In instances where we have selected a Sub-Advisor to assist us with managing the portfolio strategy
 determined by your investment objectives, such Sub-Advisors charge a fee separate and in addition to
 our management fee. In all circumstances where an additional fee is imposed directly by a Sub- Advisor,
 the Sub-Advisor's fee and fee-paying arrangements will be disclosed in the Sub-Advisor's Form ADV Part
 2 and clearly stated in the advisory agreement that you sign with our firm.

 If the portfolio management agreement is executed at any time other than the first day of a calendar
 month, our fees will apply on a pro rata basis, which means that the advisory fee is payable in

Lineweaver Wealth Advisers, LLC
Form ADV Part 2A Brochure

 proportion to the number of days in the month for which you are a client. Our advisory fee is negotiable,
 depending on individual client circumstances.

 At our discretion, we may combine the account values of family members living in the same household
 to determine the applicable advisory fee. For example, we may combine account values for you and
 your minor children, joint accounts with your spouse, and other types of related accounts. Combining
 account values may increase the asset total, which may result in your paying a reduced advisory fee
 based on the available breakpoints in our fee schedule stated above.

 We will deduct our fee directly from your account through the qualified custodian holding your funds
 and securities. We will deduct our advisory fee only when you have given our firm written authorization
 permitting the fees to be paid directly from your account. Further, the qualified custodian will deliver
 an account statement to you at least quarterly. These account statements will show all disbursements
 from your account, and you should review all statements for accuracy.

 You may terminate the portfolio management agreement upon 7 day's written notice to our firm in
 accordance with the terms of the agreement for services. You will incur a pro rata charge for services
 rendered prior to the termination of the portfolio management agreement, which means you will incur
 advisory fees only in proportion to the number of days in the month for which you are a client.

 Financial Planning and Wealth Management Services
 We offer financial planning and wealth management services on an hourly, flat or ongoing fee basis.
 Our hourly fee for consulting and project-based work ranges up to $350, and we also charge an hourly
 fee for work performed by our staff (administrative/Para planner) that may range from $50 to $150 an
 hour. Our flat fees for consulting and project-based work typically range from $500 to $2,500, while
 fees for broad-based planning typically range from $2,500 to $15,000. These fees are generally due
 upon completion of the services rendered, but we may negotiate other fee-paying arrangements where
 we receive advance payments.

 For portfolio consulting services we charge an annualized fixed fee that may range up to $2,500, which
 is based on the value of your portfolio at the time you retain our services. The annual fee is billed in
 quarterly installments, and we will send you an invoice for the payment of our fee each quarter after
 we review your investments. Payment is due on a quarterly basis within 15 days from each quarter's
 invoice date.

 Our annual fee for ongoing wealth management services is based on a negotiated fixed fee that typically
 ranges from $12,000 to $35,000. In instances where the client's financial situation is more complex in
 nature and requires additional services, we reserve the right to negotiate fees that may exceed our
 typical fee range. The annual fee is typically payable in monthly installments at the beginning of each
 month

 In certain circumstances, we may agree to debit the portfolio consulting or wealth management fees
 from an existing custodial account for which you have engaged us to provide portfolio management
 services.

 Generally, services may be terminated by either party by providing written notice to the other party. In
 the event the engagement is for portfolio consulting, no further payments (quarterly installments) are

Lineweaver Wealth Advisers, LLC
Form ADV Part 2A Brochure

 due so long as the client has paid all invoices in full to the extent advisory services have been rendered.
 For wealth management services, we require 30-days' written notice to our firm. You will incur a pro
 rata charge for services rendered prior to termination. If you have pre-paid advisory fees that we have
 not yet earned, you will receive a prorated refund of those fees. All terms of the engagement, including
 fees and fee-paying arrangements, will be memorialized in an agreement between you and our firm.

 Retirement Plan Advisory Services
 Our annual fee for Retirement Plan Advisory Services is calculated as a fixed dollar amount, an asset-
 based fee based on a percentage of the Plan's assets, or a combination of these pricing methods. The
 fee arrangement will be negotiated with the Plan Sponsor or named fiduciary (Client or Plan) on a case-
...
Account Minimums and Types of Clients — Form ADV Part 2A (3/12/2026) [Brochure]
Types of Clients - Item 7

 We provide our investment advisory services to individuals, pension and profit-sharing plans, trusts,
 estates, charitable organizations, corporations, and other business entities.

 In general, we do not require a minimum dollar amount to open and maintain an advisory account;
 however, we have the right to terminate your account if it falls below a minimum size which, in our sole
 opinion, is too small to manage effectively.

 If you are referred to a third-party investment adviser or if we have selected a Sub-Adviser to assist us
 with managing your account, you should review that Adviser's Form ADV Disclosure Brochure, which
 we will deliver to you, for any account requirements imposed by that Adviser.

                  Methods of Analysis, Investment Strategies and Risk of Loss - Item 8

 Our Methods of Analysis and Investment Strategies
 We may use one or more of the following methods of analysis or investment strategies when providing
 investment advice to you:

 Charting Analysis - involves the gathering and processing of price and volume pattern information for
 a particular security, sector, broad index, or commodity. This price and volume pattern information is
 analyzed. The resulting pattern and correlation data is used to detect departures from expected
 performance and diversification and predict future price movements and trends.

 Risk: Our charting analysis may not accurately detect anomalies or predict future price movements.
 Current prices of securities may reflect all information known about the security and day-to-day
 changes in market prices of securities may follow random patterns and may not be predictable with
 any reliable degree of accuracy.

 Technical Analysis - involves studying past price patterns, trends, and interrelationships in the financial
 markets to assess risk-adjusted performance and predict the direction of both the overall market and
 specific securities.

 Risk: The risk of market timing based on technical analysis is that our analysis may not accurately detect
 anomalies or predict future price movements. Current prices of securities may reflect all information

Lineweaver Wealth Advisers, LLC
Form ADV Part 2A Brochure

 known about the security and day-to-day changes in market prices of securities may follow random
 patterns and may not be predictable with any reliable degree of accuracy.

 Fundamental Analysis - involves analyzing individual companies and their industry groups, such as a
 company's financial statements, details regarding the company's product line, the experience and
 expertise of the company's management, and the outlook for the company and its industry. The
 resulting data is used to measure the true value of the company's stock compared to the current market
 value.

 Risk: The risk of fundamental analysis is that information obtained may be incorrect and the analysis
 may not provide an accurate estimate of earnings, which may be the basis for a stock's value. If
 securities prices adjust rapidly to new information, utilizing fundamental analysis may not result in
 favorable performance.

 Modern Portfolio Theory (MPT) - a theory of investment which attempts to maximize portfolio
 expected return for a given amount of portfolio risk, or equivalently minimize risk for a given level of
 expected return, by carefully diversifying the proportions of various assets.

 Risk: Market risk is that part of a security's risk that is common to all securities of the same general class
 (stocks and bonds) and thus cannot be eliminated by diversification.

 Long-Term Purchases - securities purchased with the expectation that the value of those securities will
 grow over a relatively long period of time, generally greater than one year.

 Risk: Using a long-term purchase strategy generally assumes the financial markets will go up in the long-
 term which may not be the case. There is also the risk that the segment of the market that you are
 invested in or perhaps just your particular investment will go down over time even if the overall
 financial markets advance. Purchasing investments long-term may create an opportunity cost -
 "locking-up" assets that may be better utilized in the short-term in other investments.

 Short-Term Purchases - securities purchased with the expectation that they will be sold within a
 relatively short period of time, generally less than one year, to take advantage of the securities' short-
 term price fluctuations.

 Risk: Using a short-term purchase strategy generally assumes that we can predict how financial markets
 will perform in the short-term which may be very difficult and will incur a disproportionately higher
 amount of transaction costs compared to long-term trading. There are many factors that can affect
 financial market performance in the short-term (such as short-term interest rate changes, cyclical
 earnings announcements, etc.) but may have a smaller impact over longer periods of times.

 Trading – securities are sold within 30 days. The principal type of risk associated with trading is market
 risk. There can be no assurance that a specific investment will achieve its investment objectives and
 past performance should not be seen as a guide to future returns. The value of investments and the
 income derived may fall as well as rise and investors may not recoup the original amount invested.
 Other factors, such as changes in exchange control regulation, tax laws, withholding taxes,
 international, political and economic developments, and government, economic or monetary policies,
 may affect investments as well. Additionally, trading is speculative. Market movements are difficult to

Lineweaver Wealth Advisers, LLC
Form ADV Part 2A Brochure

 predict and are influenced by, among other things, government trade, fiscal, monetary and exchange
 control programs and policies; changing supply and demand relationships; national and international
...
Sector Form 13F Holdings Value ($M)
Apple Inc 26.9
Denali Holding Inc 14.7
Broadcom Inc 13.9
Nvidia Corp 13.0
Microsoft Corp 11.2
J P Morgan Chase & Co 9.7
Alphabet Inc 8.6
Tesla Motors Inc 7.1
Amazon Com Inc 6.9
 
 
Holdings by Sector ($M)
90072054036018002019202120242027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 1,920 561.3
(b) Individuals (high net worth individuals) 176 378.7
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 28 128.4
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 10 15.8
(n) Other 0 0.0
Total 3,713 1,084.2
By Discretionary
Discretionary 3,713 1,084.2
Non-Discretionary 0 0.0
Total 3,713 1,084.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,084.2
Total 3,713 1,084.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001797873]
Firm Profile (Form ADV)
Discretionary AUM$0.2B
ServesInstitutional, Retail, Research
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