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RIGHTWEALTH ADVISORS, LLC

MIAMISBURG, OH · CRD 300656 · IAPD ↗ · 937-859-9800

$229.3MRegulatory AUM
3Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

46
April 2026 — RIGHTWEALTH ADVISORS, LLC notice-filed in LA, NH, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2025 — RIGHTWEALTH ADVISORS, LLC reported RAUM up 33% ($166.4M -> $221.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
April 2024 — RIGHTWEALTH ADVISORS, LLC 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.