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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

LINEWEAVER WEALTH ADVISORS

LINEWEAVER WEALTH ADVISORS, LLC, CRD 173310

VALLEY VIEW, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0be757ef-42fb-b060-a27e-5b10628b131d

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 9
On other graphs: 0
Observed: Nov 4, 2014 to Jul 1, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-07-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.1B
Private client RAUM: $940MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 9
RAUM per advisor: $120Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 21
Advisory employees: 7
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 3,713
Individual clients: 1,920
High net worth clients: 176
Custody, client assets: $187M
SEC number: 801-80580
CRD: 173310
Filings on the tape: 35
First filed: Nov 4, 2014
Latest filed: Jul 1, 2026
Organised: Limited Liability Company, OH
Website: ohioretire.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES SHELDON LINEWEAVER	Certified Financial Planner	VALLEY VIEW, OH	11	32	3	no
MARK ROBERT NIEDERHELMAN	n/a	VALLEY VIEW, OH	11	23	1	no
RYAN CHRISTOPHER SOWARDS	n/a	VALLEY VIEW, OH	5	21	1	yes
LISA MARIE LIME	n/a	VALLEY VIEW, OH	3	28	2	no
Chad Roope	Chartered Financial Analyst	VALLEY VIEW, OH	3	19	6	no
Jacob Robert Cogley	n/a	VALLEY VIEW, OH	2	12	1	no
ROBERT ANTHONY ARMAGNO	Chartered Financial Analyst	VALLEY VIEW, OH	1	14	1	no
Logan Shane Bratsch	n/a	VALLEY VIEW, OH	0	12	n/a	no
KYLE J SANDERS	Certified Financial Planner	VALLEY VIEW, OH	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LINEWEAVER, JAMES, SHELDON	MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO	E	yes	09/2014	Jul 1, 2026	Jul 1, 2026
Roope, Chad	CHIEF INVESTMENT OFFICER	Na	no	01/2024	Jul 1, 2026	Jul 1, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LFG TAX SERVICES, LLC	n/a	n/a	n/a	Y	yes	n/a
LINEWEAVER FINANCIAL GROUP, INC.	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Akron	Oh	United States	3	no
MAYFIELD HTS.	Oh	United States	3	no
Parma	Oh	United States	3	no
Strongsville	Oh	United States	3	no
Westlake	Oh	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 13

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 12, 2026	$1.1B	$1.1B	21	7	5	n/a	n/a
2024	Feb 21, 2025	$908M	$908M	19	6	5	n/a	n/a
2023	Mar 28, 2024	$751M	$751M	19	6	5	n/a	n/a
2022	Mar 14, 2023	$644M	$644M	19	6	5	n/a	n/a
2021	Mar 22, 2022	$622M	$622M	19	4	5	n/a	n/a
2020	Mar 18, 2021	$556M	$556M	15	3	5	n/a	n/a
2019	Mar 16, 2020	$405M	$405M	15	3	6	n/a	n/a
2018	Mar 5, 2019	$306M	$306M	16	3	5	n/a	n/a
2017	Mar 4, 2018	$310M	$310M	26	5	6	n/a	n/a
2016	Feb 16, 2017	$257M	$257M	26	5	n/a	n/a	n/a
2015	Feb 18, 2016	$220M	$220M	25	8	n/a	n/a	n/a
2014	Feb 6, 2015	n/a	n/a	3	3	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	11.1%	1	0	0	4	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$908M	19.3%	$644M	19.0%	21	19	5	5

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
KALOS MANAGEMENT	2	Oct 4, 2018	Dec 5, 2018	VALLEY VIEW, OH	Team lift out	RIA to ibd	50.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
Spc	2	Mar 5, 2015	Jul 14, 2015	ANN ARBOR, MI	Team lift out	Other	0.4%
Spc	2	Feb 5, 2015	Feb 4, 2015	VALLEY VIEW, OH	Team lift out	Other	0.4%

Relationships

Registered with (22)

← KYLE J SANDERSAdvisorregistration: current employment
Aug 14, 2026 to presentfactForm ADV
← Logan Shane BratschAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← ROBERT ANTHONY ARMAGNOAdvisorregistration: current employment
Sep 9, 2025 to presentfactForm ADV
← Jacob Robert CogleyAdvisorregistration: current employment
Dec 22, 2023 to presentfactForm ADV
← Chad RoopeAdvisorregistration: current employment
Aug 21, 2023 to presentfactForm ADV
← LISA MARIE LIMEAdvisorregistration: current employment
Feb 13, 2023 to presentfactForm ADV
← RYAN CHRISTOPHER SOWARDSAdvisorregistration: current employment
Dec 1, 2020 to presentfactForm ADV
← MARK ROBERT NIEDERHELMANAdvisorregistration: current employment
Feb 4, 2015 to presentfactForm ADV
← JAMES SHELDON LINEWEAVERAdvisorregistration: current employment
Feb 2, 2015 to presentfactForm ADV
← REBECCA TIPTONAdvisorregistration: previous registration
Oct 1, 2024 to Oct 17, 2025factForm ADV
← Brian John KlecanAdvisorregistration: previous registration
Aug 17, 2021 to Dec 20, 2023factForm ADV
← Travis DraganAdvisorregistration: previous registration
Jun 15, 2022 to Jul 13, 2023factForm ADV
← Dylan Ray CaslerAdvisorregistration: previous registration
Nov 16, 2022 to Jun 5, 2023factForm ADV
← Andrew Joseph BlackAdvisorregistration: previous registration
Mar 25, 2022 to Dec 20, 2022factForm ADV
← DIANE S DAWSONAdvisorregistration: previous registration
Jan 5, 2022 to Oct 26, 2022factForm ADV
← Preston James PtakAdvisorregistration: previous registration
Jan 5, 2022 to Mar 24, 2022factForm ADV
← Francis A AnelloAdvisorregistration: previous registration
Jul 21, 2020 to Mar 29, 2021factForm ADV
← JAMES MARION NELSONAdvisorregistration: previous registration
Mar 13, 2015 to Oct 4, 2018factForm ADV
← Ryan Conrad BatesAdvisorregistration: previous registration
Jul 14, 2015 to Oct 4, 2018factForm ADV
← MICHAEL WAYNE MCFARLANDAdvisorregistration: previous registration
Dec 11, 2015 to Dec 31, 2016factForm ADV
← KEVIN H. GAYAdvisorregistration: previous registration
Nov 23, 2015 to May 23, 2016factForm ADV
← BRIAN DAVID KOCHAdvisorregistration: previous registration
Feb 4, 2015 to Oct 22, 2015factForm ADV

Controls (1)

← LINEWEAVER, JAMES, SHELDONOwnerMANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO, ownership code E, individual
Nov 4, 2014 to Sep 26, 2024factForm ADV

Moved with (2)

→ KALOS MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Oct 4, 2018 to Dec 5, 2018factForm ADV
← SPCRegistered adviser2 advisors, team lift out, same day
Mar 5, 2015 to Jul 14, 2015factForm ADV

Dated events

Occurred
Oct 17, 2025
Advisor changed firm
Rebecca Tipton left Lineweaver Wealth Advisors for Wells Fargo Advisors (registered 2026-02-03)
Form ADVobserved 6 days ago
Occurred
Dec 20, 2023
Advisor changed firm
Brian John Klecan left Lineweaver Wealth Advisors for Usi Securities, Inc. (registered 2024-03-11)
Form ADVobserved 6 days ago
Occurred
Jul 13, 2023
Advisor changed firm
Travis Dragan left Lineweaver Wealth Advisors for Sequoia Financial Group, L.L.C. (registered 2023-06-28)
Form ADVobserved 6 days ago
Occurred
Jun 5, 2023
Advisor changed firm
Dylan Ray Casler left Lineweaver Wealth Advisors for Mai Capital Management, Llc (registered 2025-06-03)
Form ADVobserved 6 days ago
Occurred
Dec 20, 2022
Advisor changed firm
Andrew Joseph Black left Lineweaver Wealth Advisors for Ameriprise Financial Services, Llc (registered 2023-07-26)
Form ADVobserved 6 days ago
Occurred
Oct 26, 2022
Advisor changed firm
Diane S Dawson left Lineweaver Wealth Advisors for Robert W. Baird & Co. Incorporated (registered 2022-11-23)
Form ADVobserved 6 days ago
Occurred
Mar 24, 2022
Advisor changed firm
Preston James Ptak left Lineweaver Wealth Advisors for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2022-05-18)
Form ADVobserved 6 days ago
Occurred
Mar 18, 2021
Regulatory AUM changed
Lineweaver Wealth Advisors reported RAUM $556.1M, up 37% from $405.3M (2020-10-06 to 2021-03-18)
Form ADVobserved 6 days ago
$151M
Occurred
Nov 4, 2014
First Form ADV filing
Lineweaver Wealth Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0be757ef-42fb-b060-a27e-5b10628b131d
First observed: Nov 4, 2014
Last observed: Jul 1, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

LINEWEAVER WEALTH ADVISORS

LINEWEAVER WEALTH ADVISORS, LLC, CRD 173310

VALLEY VIEW, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:0be757ef-42fb-b060-a27e-5b10628b131d

Data as of Jul 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:26 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES SHELDON LINEWEAVER

Certified Financial Planner

VALLEY VIEW, OH

MARK ROBERT NIEDERHELMAN

n/a

VALLEY VIEW, OH

RYAN CHRISTOPHER SOWARDS

n/a

VALLEY VIEW, OH

yes

LISA MARIE LIME

n/a

VALLEY VIEW, OH

Chad Roope

Chartered Financial Analyst

VALLEY VIEW, OH

Jacob Robert Cogley

n/a

VALLEY VIEW, OH

ROBERT ANTHONY ARMAGNO

Chartered Financial Analyst

VALLEY VIEW, OH

Logan Shane Bratsch

n/a

VALLEY VIEW, OH

n/a

KYLE J SANDERS

Certified Financial Planner

VALLEY VIEW, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LINEWEAVER, JAMES, SHELDON

MANAGER, CHIEF COMPLIANCE OFFICER, PRESIDENT AND CEO

yes

09/2014

Jul 1, 2026

Roope, Chad

CHIEF INVESTMENT OFFICER

01/2024

Jul 1, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LFG TAX SERVICES, LLC

n/a

yes

n/a

LINEWEAVER FINANCIAL GROUP, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Akron

United States

MAYFIELD HTS.

United States

Parma

United States

Strongsville

United States

Westlake

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 12, 2026

$1.1B

n/a

2024

Feb 21, 2025

$908M

n/a

2023

Mar 28, 2024

$751M

n/a

2022

Mar 14, 2023

$644M

n/a

2021

Mar 22, 2022

$622M

n/a

2020

Mar 18, 2021

$556M

n/a

2019

Mar 16, 2020

$405M

n/a

2018

Mar 5, 2019

$306M

n/a

2017

Mar 4, 2018

$310M

n/a

2016

Feb 16, 2017

$257M

n/a

2015

Feb 18, 2016

$220M

n/a

2014

Feb 6, 2015

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

11.1%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$908M

19.3%

$644M

19.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

KALOS MANAGEMENT

Oct 4, 2018

Dec 5, 2018

VALLEY VIEW, OH

Team lift out

RIA to ibd

50.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

Spc

Mar 5, 2015

Jul 14, 2015

ANN ARBOR, MI

Team lift out

Other

0.4%

Spc

Feb 5, 2015

Feb 4, 2015

VALLEY VIEW, OH

Team lift out

Other

0.4%