Rightwealth Advisors, Llc
- Regulatory AUM
- $229M
- Discretionary
- $229M
- Clients
- 249
- Avg AUM / client
- $921K
- Accounts
- 950
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 176 | $32.8M | 14.3% |
| High net worth individuals | 58 | $166M | 72.3% |
| Pension and profit sharing plans | 3 | $11.6M | 5.04% |
| Corporations and other businesses | 12 | $19.1M | 8.33% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Stellar Innovations & Solution 401(k) Profit Sharing Plan And Trust Stellar Innovations & Solution | 2024 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Michael Chudde | Managing Partner | Feb 2019 (8y) | 25% – 50% | |
| Hadaway, James, Russell | Chief Compliance Officer | Feb 2019 (8y) | Less than 5% | |
| Roger Barry Chudde | Managing Partner | Feb 2019 (8y) | 25% – 50% | |
| Robert Edward Lampe | Managing Partner | CFP Chartered Financial Consultant | Jul 2019 (7y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Stellar Innovations & Solution 401(k) Profit Sharing Plan And Trust | Stellar Innovations & Solution | 174 | $6.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/18/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $218M (95% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 18, 2026.
View current Form ADV (SEC/IAPD) ↗