SourcingSourcing

RIGHTWEALTH ADVISORS, LLC

C34
CRD 300656·SEC 801-114853·MIAMISBURG, OH
AUM
$229.3M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$688K
@ 30% margin
Est. Deal Value
$5.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
RIGHTWEALTH ADVISORS, LLC
CRD
300656
SEC file #
801-114853
EIN
—
DBA names
—

Economics

AUM
$229.3M
AUM band
$100M-$500M
AUM trajectory
'20'26
$109.8M → $229.3M▲ +109%
Client mix
Individuals Other176
Individuals High Net Worth58
Corporations12
Pension Profit Sharing Plans3

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
MIAMISBURG OH
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/18/2026
ADV-W filed at
—
Website
linkedin.com/company/rightwealth-advisors-llc/about(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CHUDDE, ADAM, M
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
CHUDDE, ADAM, M
CHUDDE, ROGER, BARRY
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:rightwealth.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
29,545
Form 5500 Compensation Trajectory 3y
202529,545
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
29,545
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Raymond James4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
5594055
Trust Company Affiliate
No

People (4)

4
LAMPE, ROBERT, EDWARD
IAR · Direct Owner · 37.5%
2397314
CHUDDE, ADAM, M
IAR · Direct Owner · 37.5%
5594055
CHUDDE, ROGER, BARRY
IAR · Direct Owner · 37.5%
1616542
JAMES RUSSELL HADAWAY
Executive Officer · 2.5%
3070075