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| Fairway Wealth LLC
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|---|---|
| CRD # | 311031 |
| SEC # | 801-119777 |
| CIK # | 0002019393 |
| AUM | 3.0 B (2026-03-13) |
| Employees | 23 (39% Investors, 0% Brokers) |
| Phone | 216-573-7200 |
| Address | 6055 Rockside Woods Blvd Independence, OH 44131 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0002019393 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| RPM International Inc/De/ | 9.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 0.0 |
| (b) Individuals (high net worth individuals) | 268 | 2.9 |
| (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 | 322 | 3.0 |
| By Discretionary | ||
| Discretionary | 111 | 1.3 |
| Non-Discretionary | 211 | 1.7 |
| Total | 322 | 3.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.0 | |
| Total | 322 | 3.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002019393] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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