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| Lineweaver Wealth Advisors LLC
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|---|---|
| CRD # | 173310 |
| SEC # | 801-80580 |
| CIK # | 0001797873 |
| AUM | 1,084.2 M (2026-03-12) |
| Employees | 21 (33% Investors, 5% Brokers) |
| Phone | 216-520-1711 |
| Address | 9035 Sweet Valley Drive Valley View, OH 44125 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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 ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($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 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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MD | 1,095.9 M |
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PA | 1,069.4 M |
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|
Insight Wealth Strategies LLC
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CA | 1,064.0 M |
|
Vestia Advisors LLC
✚
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IN | 1,061.3 M |