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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

RIGHTWEALTH ADVISORS, LLC

CRD 300656

MIAMISBURG, 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:c3d06c0c-4b27-151c-1261-9c96dc1567a4

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Feb 15, 2019 to Mar 18, 2026
14 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=0.05 related_bd=false related_bank=false bd_reps=2.0
Regulatory AUM: $229MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $229M
Private client RAUM: $199MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $76.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 950
Individual clients: 176
High net worth clients: 58
Custody, client assets: $2.6M
SEC number: 801-114853
CRD: 300656
Filings on the tape: 14
First filed: Feb 15, 2019
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, OH

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
ADAM MICHAEL CHUDDE	n/a	Miamisburg, OH	7	17	3	yes
ROGER BARRY CHUDDE	n/a	Dayton, OH	7	39	4	no
ROBERT EDWARD LAMPE	Certified Financial Planner\|Chartered Financial Consultant	Dayton, OH	7	32	4	yes

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
CHUDDE, ADAM, M	MANAGING PARTNER	C	yes	02/2019	Feb 15, 2019	Mar 15, 2024
CHUDDE, ROGER, BARRY	MANAGING PARTNER	C	yes	02/2019	Feb 15, 2019	Mar 15, 2024
HADAWAY, JAMES, RUSSELL	CHIEF COMPLIANCE OFFICER	Na	yes	02/2019	Feb 15, 2019	Mar 15, 2024
LAMPE, ROBERT, EDWARD	MANAGING PARTNER	C	yes	01/2020	Feb 15, 2019	Mar 15, 2024

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 18, 2026	$229M	$229M	4	3	n/a	n/a
2024	Mar 20, 2025	$221M	$221M	4	3	n/a	n/a
2023	Mar 15, 2024	$166M	$166M	4	3	n/a	n/a
2022	Mar 13, 2023	$161M	$161M	4	3	n/a	n/a
2021	Mar 11, 2022	$194M	$194M	4	3	n/a	n/a
2020	Mar 12, 2021	$154M	$154M	4	3	n/a	n/a
2019	Mar 18, 2020	$139M	$139M	4	3	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
0	0	0	0.0%	0	0	0	0	0

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	$229M	$221M	3.6%	$161M	12.6%	4	4	0	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
INVEST CAPITAL PARTNERS	2	May 1, 2019	May 4, 2019	SPRINGBORO, OH	Team lift out	RIA to new firm	25.0%

Relationships

Affiliated with (1)

← CANTELLA & CO., INC.Registered adviserother investment adviser
factForm ADV

Registered with (3)

← ROBERT EDWARD LAMPEAdvisorregistration: current employment
Jul 30, 2019 to presentfactForm ADV
← ROGER BARRY CHUDDEAdvisorregistration: current employment
May 4, 2019 to presentfactForm ADV
← ADAM MICHAEL CHUDDEAdvisorregistration: current employment
May 3, 2019 to presentfactForm ADV

Controls (4)

← CHUDDE, ROGER, BARRYOwnerMANAGING PARTNER, ownership code C, individual
Feb 15, 2019 to Mar 15, 2024factForm ADV
← LAMPE, ROBERT, EDWARDOwnerMANAGING PARTNER, ownership code C, individual
Feb 15, 2019 to Mar 15, 2024factForm ADV
← HADAWAY, JAMES, RUSSELLOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Feb 15, 2019 to Mar 15, 2024factForm ADV
← CHUDDE, ADAM, MOwnerMANAGING PARTNER, ownership code C, individual
Feb 15, 2019 to Mar 15, 2024factForm ADV

Moved with (1)

← INVEST CAPITAL PARTNERSRegistered adviser2 advisors, team lift out, same day
May 1, 2019 to May 4, 2019factForm ADV

Dated events

Occurred
Mar 18, 2020
Control person joined
Edward Robert Lampe (Managing Partner) appeared on Schedule A of Rightwealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
Mar 20, 2019
Control person left
Edward Robert Lampe (Managing Partner) no longer on Schedule A of Rightwealth Advisors, Llc (listed 2019-02-15, absent 2019-03-20)
Form ADVobserved 6 days ago
Occurred
Feb 15, 2019
First Form ADV filing
Rightwealth Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3d06c0c-4b27-151c-1261-9c96dc1567a4
First observed: Feb 15, 2019
Last observed: Mar 18, 2026 6 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.

RIGHTWEALTH ADVISORS, LLC

CRD 300656

MIAMISBURG, 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:c3d06c0c-4b27-151c-1261-9c96dc1567a4

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:12 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ADAM MICHAEL CHUDDE

n/a

Miamisburg, OH

yes

ROGER BARRY CHUDDE

n/a

Dayton, OH

ROBERT EDWARD LAMPE

Certified Financial Planner|Chartered Financial Consultant

Dayton, OH

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CHUDDE, ADAM, M

MANAGING PARTNER

yes

02/2019

Feb 15, 2019

Mar 15, 2024

CHUDDE, ROGER, BARRY

MANAGING PARTNER

yes

02/2019

Feb 15, 2019

Mar 15, 2024

HADAWAY, JAMES, RUSSELL

CHIEF COMPLIANCE OFFICER

yes

02/2019

Feb 15, 2019

Mar 15, 2024

LAMPE, ROBERT, EDWARD

MANAGING PARTNER

yes

01/2020

Feb 15, 2019

Mar 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$229M

n/a

2024

Mar 20, 2025

$221M

n/a

2023

Mar 15, 2024

$166M

n/a

2022

Mar 13, 2023

$161M

n/a

2021

Mar 11, 2022

$194M

n/a

2020

Mar 12, 2021

$154M

n/a

2019

Mar 18, 2020

$139M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$229M

$221M

3.6%

$161M

12.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

INVEST CAPITAL PARTNERS

May 1, 2019

May 4, 2019

SPRINGBORO, OH

Team lift out

RIA to new firm

25.0%