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Rightwealth Advisors, LLC
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Miamisburg, Ohio
$138.7 million AUM
1 office

Rightwealth Advisors, LLC is based in Miamisburg, Ohio and has $138.7 million in assets under management.

Location
10050 Innovation Drive, Suite 130
Miamisburg, OH 45342
Contact
$138.7 million
AUM
4
Employees
AUM Share
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$138,705,442
Assets under management
687 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 156 $30,092,242 22% $192,899
High net worth individuals 48 $94,590,018 68% $1,970,625
Pension and profit sharing plans Fewer than 5 clients $7,431,480
Charitable organizations Fewer than 5 clients $821,985
Other corporations or businesses 9 $5,769,717 4% $641,080
Employees Share
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4
Employees
3
Investment analysts
75% of total employees
AUM per employee Share
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$138,705,442
Assets under management
$34,676,360
AUM per employee
$46,235,147
AUM per investment analyst
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Compensation

Rightwealth Advisors, LLC makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Rightwealth Advisors, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Business activities
  • Registered representative of a broker-dealer
Firm data Share
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CRD number 300,656
SEC number 801-114853
Legal structure Limited Liability Company
Legal governance Ohio, United States
Latest ADV filing date March 18, 2020

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