Lineweaver Wealth Advisors, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 2,134
- Avg AUM / client
- $508K
- Accounts
- 3,713
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Jul 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,920 | $561M | 51.8% |
| High net worth individuals | 176 | $379M | 34.9% |
| Pension and profit sharing plans | 28 | $128M | 11.8% |
| Corporations and other businesses | 10 | $15.8M | 1.46% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Presrite Corporation 401(k) Retirement Savings And Profit Sharing Plan Presrite Corporation | 2024 | |
| Cleveland Clinic Savings And Investment Plan The Cleveland Clinic Foundation | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Sheldon Lineweaver | Manager, Chief Compliance Officer, President And Ceo | CFP | Sep 2014 (12y) | 75% or more |
| Mark Robert Niederhelman | Registered representative | Feb 2015 (11y) | ||
| Ryan Christopher Sowards | Registered representative | Dec 2020 (6y) | ||
| Lisa Marie Lime | Registered representative | Feb 2023 (3y) | ||
| Chad Roope | Registered representative | CFA | Aug 2023 (3y) | |
| Jacob Robert Cogley | Registered representative | Dec 2023 (3y) | ||
| Robert Anthony Armagno | Registered representative | CFA | Sep 2025 (1y) | |
| Logan Shane Bratsch | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Presrite Corporation 401(k) Retirement Savings And Profit Sharing Plan | Presrite Corporation | 350 | $30.3M | 01/01/2024 |
| Cleveland Clinic Savings And Investment Plan | The Cleveland Clinic Foundation | 68,206 | $9.2B | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/01/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- National Financial Services (Fidelity) $857M (79% of AUM) Jul 2026
- Matrix Trust Company $66.5M (11% of AUM) Feb 2023
- TD Ameritrade $50.9M (13% of AUM) Oct 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 01, 2026.
View current Form ADV (SEC/IAPD) ↗