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LINEWEAVER WEALTH ADVISORS

VALLEY VIEW, OH · CRD 173310 · IAPD ↗ · ohioretire.com · 216-520-1711

$1.08BRegulatory AUM
7Advisory reps
21Employees
0Clients
11-25Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — LINEWEAVER WEALTH ADVISORS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — LINEWEAVER WEALTH ADVISORS crossed $1B in regulatory AUM ($908.4M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
February 2026 — LINEWEAVER WEALTH ADVISORS notice-filed in CO, GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
March 2025 — LINEWEAVER WEALTH ADVISORS changed its website from lineweaver.net to ohioretire.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
61
March 2025 — LINEWEAVER WEALTH ADVISORS reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
August 2024 — LINEWEAVER WEALTH ADVISORS notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.