|
⚲
|
| Keyboard |
| Greenway Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 290727 |
| SEC # | 801-127953 |
| CIK # | |
| AUM | 184.5 M (2026-06-03) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 704-981-1228 |
| Address | 1920 Abbott St Charlotte, NC 28203 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 70.7 |
| (b) Individuals (high net worth individuals) | 46 | 101.6 |
| (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 | 7 | 10.0 |
| (h) Charitable organizations | 3 | 2.3 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,086 | 184.5 |
| By Discretionary | ||
| Discretionary | 1,082 | 182.4 |
| Non-Discretionary | 4 | 2.2 |
| Total | 1,086 | 184.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 184.5 | |
| Total | 1,086 | 184.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
PCB Capital LLC
✚
|
NJ | 184.8 M |
|
Torrey-Payne Wealth Management LLC
✚
|
CA | 184.8 M |
|
Reach Wealth Management LLC
✚
|
UT | 184.7 M |
|
Storgate LLC
✚
|
184.5 M | |
|
Selkirk Wealth Advisors LLC
✚
|
WA | 184.4 M |
|
XO Capital LLC
✚
|
184.4 M | |
|
Longevity Capital Management LLC
✚
|
CA | 184.2 M |
|
Cooper Financial Services Inc
✚
|
CT | 184.1 M |
|
Authentikos Wealth Advisory LLC
✚
|
CA | 184.1 M |
|
High Pines Wealth Management LLC
✚
|
MA | 184.0 M |