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| Lineweaver Wealth Advisors LLC
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| |
|---|---|
| CRD # | 173310 |
| SEC # | 801-80580 |
| CIK # | 0001797873 |
| AUM | $751.2 MM (2024-07-31) |
| Employees | 19 (32% Investors, 16% Brokers) |
| Phone | 216-520-1711 |
| Address | 9035 Sweet Valley Drive Valley View, OH 44125 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 18.6 | |
| MSFT | 1,918,222.4 | 9.3 | |
| NVDA | 399,550.0 | 6.8 | |
| CTAS | 38,012.7 | 4.9 | |
| JPM | 340,169.2 | 4.6 | |
| GOOGL | 1,475,138.5 | 4.4 | |
| AMZN | 1,092,997.8 | 4.1 | |
| MRK | 232,371.9 | 3.8 | |
| UNH | 477,004.0 | 3.7 | |
| JNJ | 465,600.2 | 3.7 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,427 | 358.9 |
| (b) Individuals (high net worth individuals) | 85 | 250.9 |
| (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 | 47 | 109.6 |
| (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 | 31.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,209 | 751.2 |
| By Discretionary | ||
| Discretionary | 3,209 | 751.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,209 | 751.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 751.2 | |
| Total | 3,209 | 751.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001797873] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capsouth Partners Inc
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|
AL | 0.8 |
|
Castlekeep Investment Advisors LLC
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|
CT | 0.8 |
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Flaharty Asset Management LLC
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FL | 0.8 |
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Impact Partnership Wealth LLC
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GA | 0.8 |
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McLean Asset Management Corporation
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VA | 0.7 |
|
Sikich Capital Management LLC
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IL | 0.7 |
|
Fiduciary Experts LLC
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|
CA | 0.7 |
|
Benjamin F Edwards Wealth Management LLC
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|
MO | 0.7 |
|
KFG Wealth Management LLC
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IN | 0.7 |
|
Fountainhead AM LLC
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NJ | 0.7 |