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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-18-2014
- Office Locations
- 1
Office Locations
About Lineweaver Wealth Advisors
Lineweaver Wealth Advisors (Lineweaver Financial Group) is a Valley View, Ohio wealth management firm serving private and corporate clients. The team focuses on long-term planning—retirement and financial planning with integrated tax planning/preparation, insurance guidance, and legal document/estate planning coordination. Investment implementation centers on diversified public markets, including funds and ETFs. Founder Jim Lineweaver, CFP®, AIF®, appears weekly on Fox 8 as the “Financial Quarterback.”
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES SHELDON LINEWEAVER
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer, Manager, President
- CRD
- #2167805
- Ownership
- 75% or more
Chad Roope
Chief Investment Officer, Portfolio Manager
- CRD
- #5223517
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ROBERT ANTHONY ARMAGNO
--
- CRD
- #5900584
Logan Shane Bratsch
--
- CRD
- #8023957
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,084,177,360 | $291,995 |
| Non-Discretionary | $0 | -- |
| Total | $1,084,177,360 | $291,995 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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