Rightwealth Advisors, LLC logo

Rightwealth Advisors, LLC

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Client assets under management

$198,651,560

Clients

234

25% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

78

High

Average account size

$848,938

About

Rightwealth Advisors, LLC is an SEC-registered investment adviser that works with individuals — including high net worth clients — as well as family offices, trusts, private foundations, and qualified retirement plans. The firm provides discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services.

The firm emphasizes a client‑centric process that begins with detailed fact‑finding and uses fundamental analysis to construct largely long‑term portfolios, while also accommodating shorter‑term trading and client‑specific constraints. Portfolios may include equities, mutual funds, ETFs, bonds, REITs, alternative investments and structured products, and RWA may engage External Managers and custodial platforms to implement and monitor accounts; fees are typically asset‑based and accounts are reviewed periodically.

What distinguishes Rightwealth from many peers is that certain advisory personnel are also registered representatives of Purshe Kaplan Sterling Investments (PKS) and licensed insurance professionals, enabling them to effect commission‑based brokerage and insurance transactions in addition to fee‑based advisory services — a practice the firm discloses and manages (including a stated policy not to charge advisory fees on assets where brokerage compensation is earned). The brochure also discloses activity in options and structured notes and the firm’s use of standing letters of authorization (SLOAs), which the firm notes have specific custody implications.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Concentrated stock management Real estate investing Wealth management

Occupation focus

Founder/Business Owner Retired

Demographic focus

Established Professionals

Fee options

Percentage

$0 - $499,999: 2.0% $500,000 - $999,999: 1.5% $1,000,000 - $9,999,999: 1.25% $10,000,000+: Negotiable

Commissions

Certain advisory personnel receive commission-based compensation as registered representatives and insurance professionals, separate from RWA advisory fees

Other

Fee-only: Annual fixed fee negotiated on an individual basis for financial planning services only

Main office location

Rightwealth Advisors, LLC

10050 Innovation Drive, Suite 130

Miamisburg OH 45342, United States

Number of offices

1

Most active in

California · Florida · Louisiana · New Hampshire · North Carolina · Ohio · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Roger C

Series 63, Series 65

Dayton, OH

Rightwealth Advisors, LLC

Roger Chudde is a financial advisor with Rightwealth Advisors, LLC in Dayton, OH, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Cantella & Co., Invest Capital Partners, Harbor Financial Services, and Wells Fargo Advisors Financial Network. He is also president and owner of Chudde Wealth Management, LLC, and works as a licensed insurance agent. Rightwealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a primarily long-term, fundamental analysis-driven investment approach tailored to each client’s financial situation and goals.

Options & derivatives strategies Concentrated stock management Real estate investing Wealth management Founder/Business Owner Retired Established Professionals
user avatar

Adam C

Series 63, Series 65

Miamisburg, OH

Rightwealth Advisors, LLC

Adam Chudde is a financial advisor at Rightwealth Advisors, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Cantella & Co., Inc., and Wells Fargo Advisors Financial Network. Outside of advising, he serves as president and owner of Chudde Wealth Management, LLC, a pass-through entity for his advisory business activities. Rightwealth Advisors provides discretionary and non-discretionary investment management, financial planning, and retirement-plan advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm’s investment approach emphasizes individualized portfolio construction based on fundamental analysis and a primarily long-term strategy.

Options & derivatives strategies Concentrated stock management Real estate investing Wealth management Founder/Business Owner Retired Established Professionals
user avatar

Robert L

CFP®, ChFC®, Series 63, Series 65

Dayton, OH

Rightwealth Advisors, LLC

Robert Lampe is a CFP® and ChFC® with 32 years of experience in financial advising. He currently serves at Rightwealth Advisors, LLC and has previously worked at Purshe Kaplan Sterling Investments, Cantella & Co., Inc., and Raymond James & Associates. Lampe is also involved in insurance sales and manages Lampe Wealth Management LLC, an entity related to his advisory business. Rightwealth Advisors provides discretionary and non-discretionary investment management, comprehensive financial planning, and retirement-plan advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, and qualified retirement plans. The firm employs a primarily long-term, fundamental analysis-driven investment approach tailored to each client’s financial situation and goals.

Options & derivatives strategies Concentrated stock management Real estate investing Wealth management Founder/Business Owner Retired Established Professionals
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