Description of Firm Lineweaver Wealth Advisors, LLC, doing business as Lineweaver Financial Group, is an Ohio Limited Liability Company, and an SEC registered advisor (CRD No. 173310). The Company was formed on September 17, 2014, and registered as an investment advisor with the Securities and Exchange Commission on November 18, 2014. James S. Lineweaver is the principal owner, President and CEO of the Company. He is also the Manager and Chief Compliance Officer. The Company does not have a parent company or intermediate subsidiaries. Our principal business is to provide investment advisory and financial planning and consulting services to our clients who are typically individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. LWA grows its business with the assistance of its Investment Advisor Representatives ("IARs") by providing professional quality services to its clients. The Company has a relationship with Triad Advisors, LLC ("Triad"), an unaffiliated Broker-Dealer and Registered Investment Advisor. Triad is a wholly-owned subsidiary of Ladenburg Thalmann Financial Services, a public company founded in 1876. Ladenburg Thalmann & Co. Inc. ("LTCO") is an affiliate of Triad Advisors, LLC, a registered broker-dealer, that may act as an underwriter or manager for initial and secondary offerings. The following paragraphs describe our services and fees. Please refer to the description of each investment advisory service listed below for information on how we tailor our advisory services to your individual needs. As used in this Brochure, the words "we", "our" and "us" refer to Lineweaver Wealth Advisors, LLC and the words "you", "your" and "client" refer to you as either a client or prospective client of our firm. Portfolio Management Services We offer discretionary portfolio management services to clients that consist of giving continuous advice to the client about the investment of funds on the basis of the client's individual needs and objectives. The asset allocation of the client's assets will be structured to follow the recommended asset allocation model within their financial plan. In the case where a financial plan has not been constructed, the recommended asset allocation will be determined from an in-depth profile and interview with the client regarding their goals, current financial condition, timeline, risk tolerance, along with other financial suitability information. Once we construct an investment portfolio for you we will monitor your portfolio's performance on an ongoing basis, and will rebalance the portfolio as required by changes in market conditions and in your financial circumstances. If you engage our firm for discretionary portfolio management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authorization will allow us to determine the specific securities, and the number of securities, to be purchased or sold for your account without your approval prior to each transaction. This discretionary authority will also provide our firm with authorization to delegate discretionary investment management services to other unaffiliated Sub-Advisors selected by our firm based on your investment objectives and portfolio strategy. Discretionary authority is granted by the advisory agreement you sign with our firm and the appropriate trading authorization forms. In our sole discretion, we may accept instructions from you that limit our discretionary authority (for example, limiting the types of securities that can be purchased or sold for your account). Such requests must be presented to our firm in writing. To the extent we engage a Sub-Advisor to assist us with managing your account on a discretionary basis, we will regularly monitor the performance of your accounts. Financial Planning and Wealth Management Services We provide financial planning and wealth management services that are tailored to each client's individual needs. These services may consist of project-based planning, broad-based planning, financial consulting, or ongoing planning based on an annual engagement. Investment Advisor Representatives may provide advice on general issues relating to such topics as financial management, risk management, asset allocation, estate planning, retirement planning, educational funding, portfolio consulting, alternative investment due diligence and consulting, and/or other specific needs identified by the client. We also offer portfolio consulting services where we review your investment portfolio, such as your 401K account, and in an effort to achieve your target allocation we may recommend investment allocations based on your investment profile. We will not cause any transactions in conjunction with the advice and/or recommendations given, and you will be responsible for implementing our investment recommendations. To the extent we have access to your closing quarterly account statements, we may agree to monitor your account on a quarterly basis to ensure the account remains aligned with your stated financial objectives. Under no circumstances do we maintain your account log-in credentials on file. Our wealth management services consist of ongoing financial advice that is tailored to meet our clients' needs and investment objectives. If you retain our firm for wealth management services, we will meet with you to determine your investment objectives, risk tolerance, and other relevant information (the "suitability information") at the beginning of our advisory relationship. We will use the suitability information we gather to develop a strategy that enables our firm to give you investment recommendations consistent with your financial goals. Our wealth management

services may include, but are not limited to, the following components:
• Assessment of Short- and Long-Term Financial Goals, Current and Future Resources, Projected Income and Capital Needs
• Determination of Investment Objectives, Investment Time Horizon, and Risk Profile
• Implementation of Investment Program
• Reporting of Transactions, Asset Values, and Investment Performance
• Monitoring, Performance Analysis, and Strategy Review to Ensure that Investment Strategies are Appropriate to Evolving Financial Circumstances and Objectives
• Consulting Surrounding Tax, Estate, and Personal Financial Matters
• Consulting Surrounding the Financial Matters of Closely Held Businesses
• Ongoing Financial Advice to Meet Client Needs
• Matters Related to Current and Future Income Needs
• Matters Related to Risk Management and Insurance The investment advice we provide to you will be based on the financial information you provide to us. You must promptly notify our firm if your financial situation, goals, objectives, or needs change. You are under no obligation to act on our recommendations. Should you choose to act on any of our recommendations you are not obligated to implement our recommendations through any of our other investment advisory services, and you may place securities transactions with any brokerage firm. Retirement Plan Advisory Services We offer various levels of advisory and consulting services to employee benefit plans and to the participants of such plans ("Participants"). The services are designed to assist plan sponsors ("Plan Sponsors") in meeting their management and fiduciary obligations to the Participants under the Employee Retirement Income Securities Act ("ERISA"). In all cases, Plan Sponsors must make the ultimate decision to retain our firm for Retirement Plan Advisory Services. When working with Plan level engagements where we act as the Investment Manager to the Plan, we will typically have discretionary investment authority to direct the core investments to be offered to plan participants in a manner that is consistent with the criteria set forth in the Plan's investment policy statement ("IPS") that has been approved by the Plan Sponsor, or other plan fiduciary. Such discretionary authority will generally include the investing, rebalancing of assets, changing of asset allocations, and/or changing the underlying model portfolios. In some instances, the Plan may engage our firm to create and maintain investment portfolios in coordination with the Plan's record keeper or third-party administrator with regard to the removal, or replacement, of investments. We may also provide additional types of non-discretionary services to Plans on an individually negotiated basis, including Plan Committee or Participant education, establishing and/or reviewing the Plan's Investment Policy Statement, and reviewing investment options and/or investment managers. All services, whether discussed above or customized for the Plan based upon requirements from the Plan fiduciaries (which may include additional plan-level or participant-level services) shall be detailed in a written agreement and be consistent with the parameters set forth in the plan documents. Selection of Other Advisers As part of our firm's investment advisory services, we may recommend that you use the services of a third-party investment advisor ("TPIA") to manage your investment portfolio. After gathering information about your financial situation and objectives, we will recommend that you engage a specific TPIA or investment program. Factors that we take into consideration when making our recommendation(s) include, but are not limited to, the following: the TPIA's performance, methods of analysis, fees, your financial needs, investment goals, risk tolerance, and investment objectives. The client's Investment Advisor Representative will periodically monitor the TPIA's performance to ensure its management and investment style remains aligned with your investment goals and objectives. When recommending the services of TPIAs, the client's Investment Advisor Representative will provide the client with the TPIA's brochure and compensation disclosure document, and the Client will sign an agreement directly with the TPIA. Certain TPIAs require minimum portfolio conditions as outlined in each TPIA's disclosure brochure. The client is never under any obligation to engage the services of any TPIA that the Company recommends. Seminars From time to time, Investment Advisor Representatives may hold seminars. These seminars may include, but are not limited to, presentations on general investments, insurance or financial planning strategies. Types of Investments We primarily offer advice on equity securities, corporate debt securities, mutual fund shares, and exchange traded funds. Additionally, we may advise you on any type of investment that we deem appropriate based on your stated goals and objectives. We may also provide advice on any type of investment held in your portfolio at the inception of our advisory relationship. You may request that we refrain from investing in particular securities or certain types of securities, and such requests must be delivered to us in writing. Since our investment strategies and advice are based on each client’s specific financial situation, the investment advice we provide to you may be different or conflicting with the advice we give to other clients regarding the same security or investment. We do not participate in a wrap fee program. Assets Under Management As of December 31, 2023, we provide continuous management services for approximately $751,169,155 in client assets on a discretionary basis.