LINEWEAVER WEALTH ADVISORS, LLC
Legal name: LINEWEAVER WEALTH ADVISORS
CRD #173310 SEC #801-80580 VALLEY VIEW, OH 216-520-1711
SEC Registered
Total AUM
$908.4M
Discretionary
$908.4M
Employees
19
Clients
25
Accounts
3,544
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 1, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Roope, Chad | I | CHIEF INVESTMENT OFFICER | NA | |
| Roope, Chad | I | CHIEF INVESTMENT OFFICER | NA | |
| Roope, Chad | I | CHIEF INVESTMENT OFFICER | NA | |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
| LINEWEAVER, JAMES, SHELDON | I | MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO | E | Control |
Registrations
Federal
IA
Jul 1, 2025 REGISTERED
Notice Filings (20)
CA CO FL GA IL IN LA MI MO NC NE NY OH PA SC TN TX VA WA WV
Address
9035 SWEET VALLEY DRIVEVALLEY VIEW, OH 44125
United States
Phone: 216-520-1711