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| Lineweaver Wealth Advisors LLC
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|---|---|
| CRD # | 173310 |
| SEC # | 801-80580 |
| CIK # | 0001797873 |
| AUM | $908.4 M (2025-07-01) |
| Employees | 19 (32% Investors, 16% Brokers) |
| Phone | 216-520-1711 |
| Address | 9035 Sweet Valley Drive Valley View, OH 44125 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.5 | ||
| Microsoft Corp | 12.2 | ||
| Nvidia Corp | 9.6 | ||
| Broadcom Inc | 8.7 | ||
| J P Morgan Chase & Co | 7.7 | ||
| Amazon Com Inc | 5.8 | ||
| iShares Comex Gold Trust | 5.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,111 | 486.2 |
| (b) Individuals (high net worth individuals) | 387 | 282.7 |
| (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 | 29 | 124.1 |
| (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 | 12 | 15.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,544 | 908.4 |
| By Discretionary | ||
| Discretionary | 3,544 | 908.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,544 | 908.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 908.4 | |
| Total | 3,544 | 908.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001797873] |
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|---|---|---|
|
Lafleur & Godfrey LLC
✚
|
MI | 0.9 |
|
Coyle Financial Counsel LLC
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IL | 0.9 |
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Sikich Capital Management LLC
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IL | 0.9 |
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Sharkey Howes & Javer Inc
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CO | 0.9 |
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Everest Financial Group LLC
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MN | 0.9 |
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Packerland Brokerage Services Inc
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WI | 0.9 |
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Emerald Advisors LLC
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WA | 0.9 |
|
Benjamin F Edwards Wealth Management LLC
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MO | 0.9 |
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Old Mission Investment Company LLC
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MI | 0.9 |
|
Fiduciary Experts LLC
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0.9 |