Rightwealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$198,651,560
Clients
234
Advisors
3
of 4 employees
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
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $499,999: 2.0% $500,000 - $999,999: 1.5% $1,000,000 - $9,999,999: 1.25% $10,000,000+: Negotiable
Certain advisory personnel receive commission-based compensation as registered representatives and insurance professionals, separate from RWA advisory fees
Fee-only: Annual fixed fee negotiated on an individual basis for financial planning services only
Main office
10050 Innovation Dr, Suite 130
Miamisburg OH 45342
Advisors at this office
3
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
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
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.
Robert L
CFP®, ChFC®, Series 63, Series 65
Dayton, OH
Rightwealth Advisors, LLC
Robert Lampe is a financial advisor with Rightwealth Advisors, LLC, holding CFP® and ChFC® designations and possessing 33 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Cantella & Co., Raymond James & Associates, Morgan Keegan & Company, Morgan Stanley, and Citigroup Global Markets. He is also involved in insurance sales and owns Lampe Wealth Management LLC, a passthrough entity for business conducted under Rightwealth Advisors. Rightwealth Advisors, LLC is an SEC-registered investment adviser serving individuals, family offices, trusts, private foundations, and qualified retirement plans. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and retirement-plan advisory services with a client-centric approach emphasizing fundamental analysis and long-term portfolio construction.
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