Lineweaver Wealth Advisors is an investment advisor in Valley View with $622.29 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
471966492
SEC advisor number
801-80580
FINRA CRD number
173310
AUM ?
$751.17 mm
(as of 28 Mar 24)
Accounts
3,209
(as of 28 Mar 24)
Employees
19
(6 investment advisory or research)
Address
Lineweaver Wealth Advisors
9035 SWEET VALLEY DRIVE
VALLEY VIEW
OH 44125
9035 SWEET VALLEY DRIVE
VALLEY VIEW
OH 44125
Phone
216-520-1711
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
26 Jan 23
13F-HR
Quarterly holdings report by institutional manager
1 Nov 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22
13F-HR
Quarterly holdings report by institutional manager
22 Oct 21