Overview
- Headquarters
- Valley View, OH
- Total Firm Assets
- $1.1 billion
- Average High-Net-Worth Client Portfolio Size
- $2.2 million
Fee Disclosure
Source: LINEWEAVER WEALTH ADVISORS, LLC (2025-07-01)
· View brochure text
Latest filing: LINEWEAVER WEALTH ADVISORS, LLC (2026-03-12)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.85% |
| $500,001 | $5,000,000 | 1.65% |
| $5,000,001 | $10,000,000 | 1.50% |
| $10,000,001 | and above | 1.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $17,500 | 1.75% |
| $5 million | $83,500 | 1.67% |
| $10 million | $158,500 | 1.58% |
| $50 million | $658,500 | 1.32% |
| $100 million | $1,283,500 | 1.28% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 34.93%
- Number of High-Net-Worth Clients
- 176
- Total Client Accounts
- 3,713
- Discretionary Accounts
- 3,713
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 173310
- LINEWEAVER WEALTH ADVISORS, LLC (2026-03-12) · View brochure text
- LINEWEAVER WEALTH ADVISORS, LLC (2025-07-01) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗