Fairway Wealth LLC

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Assets, Funds, Holdings

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Fairway Wealth LLC
CRD #311031
SEC #801-119777
CIK #0002019393
AUM $2.6 B (2025-03-25)
Employees 22 (41% Investors, 0% Brokers)
Phone216-573-7200
Address6055 Rockside Woods Blvd
Independence, OH 44131
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($B)
3.02.41.81.20.60.02011201620212026
CIK Period
0002019393
Sector Form 13F Holdings Value ($M)
RPM International Inc/De/ 10.4
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 55 0.0
(b) Individuals (high net worth individuals) 237 2.6
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.0
(n) Other 0 0.0
Total 293 2.6
By Discretionary
Discretionary 91 1.0
Non-Discretionary 202 1.6
Total 293 2.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.6
Total 293 2.6
EDGAR Form CIK 2011 - 2025
13F-HR [0002019393]
Comparable Firms State AUM ($B)
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CA 2.6
Emerald Advisers LLC
PA 2.6
Gibson Capital LLC
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Asset Dedication LLC
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Lutz Financial Services LLC
NE 2.6
Aaron Wealth Advisors LLC
IL 2.6
Obermeyer Wood Investment Counsel LLLP
CO 2.6
Winthrop Advisory Group LLC
MA 2.6
Barwick & Partners Inc
WA 2.6
Windsor Advisory Group LLC
OH 2.6
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