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| Happy Holidays!! thanks for using AUM13F!! |
| Rightwealth Advisors LLC
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| CRD # | 300656 |
| SEC # | 801-114853 |
| CIK # | |
| AUM | $221.3 M (2025-03-20) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 937-859-9800 |
| Address | 10050 Innovation Drive, Suite 130 Miamisburg, OH 45342 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 171 | 34.3 |
| (b) Individuals (high net worth individuals) | 58 | 157.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 10.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 19.5 |
| (n) Other | 0 | 0.0 |
| Total | 694 | 221.3 |
| By Discretionary | ||
| Discretionary | 694 | 221.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 694 | 221.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 221.3 | |
| Total | 694 | 221.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RIA Services LLC
✚
|
WI | 0.2 |
|
Legend Capital Advisors LLC
✚
|
NY | 0.2 |
|
Loudon Investment Management LLC
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|
NH | 0.2 |
|
Aqua Advisors LLC
✚
|
0.2 | |
|
Birch Financial Group LLC
✚
|
NH | 0.2 |
|
Pillar Wealth Management LLC
✚
|
0.2 | |
|
Robbins Financial Advisory Service Inc
✚
|
PA | 0.2 |
|
Ouellette Wealth Advisory LLC
✚
|
MA | 0.2 |
|
Kane Investment Management Inc
✚
|
CA | 0.2 |
|
Blue Spark Capital Advisors LLC
✚
|
NY | 0.2 |