RIGHTWEALTH ADVISORS, LLC
Adviser information for RIGHTWEALTH ADVISORS, LLC last updated from Form ADV on March 15th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 3 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 656 | $166.4M |
| Non-Discretionary | 0 | $0 |
| Total | 656 | $166.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 173 | $30.3M |
| HNW Individuals | 52 | $112.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $10.0M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 8 | $13.3M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMFixed fees |
| Other Business Activities | Registered representative of a broker-dealer |
Identifiers
| SEC RIA File Number | 801-114853 |
|---|---|
| SEC ERA File Number | 801-114853 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 300656 |
| Legal Entity Identifier | None |
Principal Office
10050 INNOVATION DRIVE, SUITE 130MIAMISBURG
OH
United States
Monday - Friday, 8:30-5
Tel: 937-859-9800, Fax: None
Chief Compliance Officer
JAMES HADAWAY
255 EAST FIFTH STREET
SUITE 1900
CINCINNATI
OH
United States
Tel:
5138325477
J************@*****************************M
(Full email address available in API data)
Regulatory Contact
ADAM CHUDDE
MANAGING PARTNER
10050 INNOVATION DRIVE
SUITE 130
DAYTON
OH
United States
Tel:
9378599800
A******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LAMPE, ROBERT, EDWARD | Individual | – | MANAGING PARTNER | 01/2020 | 25-50% |
| CHUDDE, ROGER, BARRY | Individual | – | MANAGING PARTNER | 02/2019 | 25-50% |
| CHUDDE, ADAM, M | Individual | – | MANAGING PARTNER | 02/2019 | 25-50% |
| HADAWAY, JAMES, RUSSELL | Individual | – | CHIEF COMPLIANCE OFFICER | 02/2019 | < 5% |