DBA: LINEWEAVER WEALTH ADVISORS
| Total AUM | $1.08B |
| Discretionary | $1.08B100% of AUM |
| Client Accounts | 3,713 |
| Avg Account Size | $292K |
| Employees | 21 |
| Peak AUM | $1.08BMar 2026 |
| AUM CAGR | +16.5% /yrover 11 yrs · 34 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +19.3% | +19.0% | +14.3% | |
| Discretionary AUM | |||||
| Total AUM | $1.08B |
| Discretionary | $1.08B |
| Employees | 21 |
| Client Accounts | 3713 |
| Client Range | 11-25 |
Address
9035 SWEET VALLEY DRIVE
VALLEY VIEW OH 44125
Phone
216-520-1711
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.1B
| $1.1B |
| +19.3% |
| +19.0% |
| +14.3% |
| Total Accounts | 4k | +4.8% | 2.3% | +7.6% |
| Avg Account Size | $291,994.98 | +13.9% | +21.8% | +6.2% |
| Employees | 21 | +10.5% | +3.4% | +7.0% |
| AUM / Employee | $52M | +8.0% | +15.1% | +6.8% |
Client AUM Segments | |||||
| Wealth AUM | $940M | +22.3% | +21.7% | +15.1% | |
| Institutional AUM | $144M | +3.3% | +5.8% | +9.5% | |
Client Count Segments | |||||
| HNW Clients | 2k | 38.3% | +16.8% | 3.5% | |
| Institutional | 38 | 7.3% | +2.8% | +6.3% | |
| Individuals | 176 | 54.5% | +12.7% | 7.3% | |