Lineweaver Wealth Advisors

CRD 173310 · Valley View, OH · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 173310
SEC number: 801-80580
Firm type: RIA
Assets under management: $1.1B as of Mar 12, 2026
Website: www.ohioretire.com ↗
Phone: 216-520-1711
Address: 9035 Sweet Valley Drive, Valley View, OH, 44125

Advisors at this firm

8 in our index · page 1 of 1

Robert Anthony ArmagnoCRD 5900584 · Valley View, OH

IA RegisteredRegistration inactive
Logan Shane BratschCRD 8023957 · Valley View, OH

IA RegisteredRegistration inactive
Jacob Robert CogleyCRD 7567272 · Valley View, OH

IA RegisteredRegistration inactive
Lisa Marie LimeCRD 2746342 · Valley View, OH

IA RegisteredRegistration inactive
James Sheldon LineweaverCRD 2167805 · Valley View, OH

IA RegisteredRegistration inactive
Mark Robert NiederhelmanCRD 841360 · Valley View, OH

IA RegisteredRegistration inactive

Disclosure event(s) on record
Chad RoopeCRD 5223517 · Valley View, OH

IA RegisteredRegistration inactive
Ryan Christopher SowardsCRD 4897326 · Valley View, OH

IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 173310 ↗ FINRA BrokerCheck record for firm CRD 173310 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.