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Mathew Joseph Crisci

Lineweaver Wealth Advisors

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About Mathew Joseph Crisci

Mathew Joseph Crisci is an Investment Advisor Representative registered in California. Mathew is associated with Lineweaver Wealth Advisors, a firm registered with the SEC and is based in Valley View, Ohio. Mathew has been in the industry since 2013. The firm offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. The firm has over 750 million in regulatory assets under management.

Firm Information

Mathew Crisci is currently registered with Lineweaver Wealth Advisors. Lineweaver Wealth Advisors is a registered investment advisor headquartered in Valley View, Ohio. The firm provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other clients. Lineweaver Wealth Advisors manages approximately $751,169,155 in assets for 3,209 clients.
Lineweaver Wealth Advisors

9035 SWEET VALLEY DRIVE

VALLEY VIEW, OH 44125

$751.17M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Mathew Crisci’s Registration & Firm History

CA

07/22/2024 - Present

Lineweaver Wealth Advisors (Carlsbad CA)

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Licenses & Designations

IA

Issued 07/20/2024

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Mathew Joseph Crisci.
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