LINEWEAVER WEALTH ADVISORS, LLC

LINEWEAVER WEALTH ADVISORS, LLC of VALLEY VIEW, OH is an SEC-registered investment adviser (CRD 173310). Regulatory assets under management: $1.1B.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (3)

NameRoleLocation
James Sheldon LineweaverMANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO
Chad RoopeCHIEF INVESTMENT OFFICER
LINEWEAVER JAMES SHELDONMANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO

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