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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2019
- Office Locations
- 1
Office Locations
About Rightwealth Advisors, LLC
Rightwealth Advisors, LLC is an Ohio-based RIA providing personalized financial planning, retirement planning, and business-focused advice for individuals, owners/executives, and corporate retirement plans. Portfolios are aligned to client goals, time horizon, and risk tolerance, using diversified vehicles such as ETFs and mutual funds. Custody is primarily through Raymond James.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ADAM MICHAEL CHUDDE
Managing Partner, Wealth Advisor
- CRD
- #5594055
- Ownership
- 25% but less than 50%
ROGER BARRY CHUDDE
Financial Advisor, General Partner, Managing Partner
- CRD
- #1616542
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,298,021 | $241,366 |
| Non-Discretionary | $0 | -- |
| Total | $229,298,021 | $241,366 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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