RIGHTWEALTH ADVISORS, LLC
CRD #300656 SEC #801-114853 MIAMISBURG, OH 937-859-9800
SEC Registered
Total AUM
$221.3M
Discretionary
$221.3M
Employees
4
Clients
0
Accounts
694
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $221.3M | $221.3M | $0 | 4 | 0 |
| Mar 2024 | $166.4M | $166.4M | $0 | 4 | 0 |
| Mar 2023 | $160.7M | $160.7M | $0 | 4 | 0 |
| Dec 2022 | $194.1M | $194.1M | $0 | 4 | 0 |
| Mar 2022 | $194.1M | $194.1M | $0 | 4 | 0 |
| Nov 2021 | $153.8M | $153.8M | $0 | 4 | 0 |
| Mar 2021 | $153.8M | $153.8M | $0 | 4 | 0 |
| Jun 2020 | $138.7M | $138.7M | $0 | 4 | 0 |
| Mar 2020 | $138.7M | $138.7M | $0 | 4 | 0 |
| Nov 2019 | $109.8M | $109.8M | $0 | 3 | 0 |
| Jul 2019 | $109.8M | $109.8M | $0 | 3 | 0 |
| Mar 2019 | $0 | $0 | $0 | 3 | 0 |
| Feb 2019 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$221.3M
Discretionary$221.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$166.4M
Discretionary$166.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$160.7M
Discretionary$160.7M
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$194.1M
Discretionary$194.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$194.1M
Discretionary$194.1M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$153.8M
Discretionary$153.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2020
Total AUM$138.7M
Discretionary$138.7M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0