|
⚲
|
| Keyboard |
| Rightwealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 300656 |
| SEC # | 801-114853 |
| CIK # | |
| AUM | 229.3 M (2026-03-18) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 937-859-9800 |
| Address | 10050 Innovation Drive, Suite 130 Miamisburg, OH 45342 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 176 | 32.8 |
| (b) Individuals (high net worth individuals) | 58 | 165.9 |
| (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 | 3 | 11.6 |
| (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 | 12 | 19.1 |
| (n) Other | 0 | 0.0 |
| Total | 950 | 229.3 |
| By Discretionary | ||
| Discretionary | 950 | 229.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 950 | 229.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 229.3 | |
| Total | 950 | 229.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Woodfield Financial Advisors Inc
✚
|
IL | 230.1 M |
|
Grantvest Financial Group LLC
✚
|
NJ | 230.0 M |
|
Tableaux LLC
✚
|
MA | 229.7 M |
|
Bradford Financial Center
✚
|
IA | 229.7 M |
|
VIMA LLC
✚
|
MI | 229.5 M |
|
Formulate Financial LLC
✚
|
229.4 M | |
|
Hippocratic Financial Advisors LLC
✚
|
CA | 229.0 M |
|
Campion Asset Management LLC
✚
|
VA | 228.8 M |
|
X Advisors LLC
✚
|
CA | 228.6 M |
|
Waterford Capital Investment Advisory Services LLC
✚
|
TX | 228.5 M |