|
⚲
|
| Headway Wealth Ltd
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|
|
|---|---|
| CRD # | 342947 |
| SEC # | 801-136831 |
| CIK # | |
| AUM | $301.0 M (2026-06-25) |
| Employees | 17 (12% Investors, 0% Brokers) |
| Phone | 00442033935920 |
| Address | Durham Workspace, Abbey Rd, Pity Me Durham, United Kingdom |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 523 | 139.9 |
| (b) Individuals (high net worth individuals) | 73 | 151.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 599 | 301.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 599 | 301.0 |
| Total | 599 | 301.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 240.8 | |
| United States Persons | 60.2 | |
| Total | 599 | 301.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Massachusetts Wealth Management LLC
✚
|
MA | 0.3 |
|
BAC Capital Advisors LLC
✚
|
WA | 0.3 |
|
FFP Wealth Management LLC
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|
MN | 0.3 |
|
Retirable Inc
✚
|
NY | 0.3 |
|
Philip O Johnson & Company Ltd
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|
AZ | 0.3 |
|
Vital Wealth Management LLC
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|
IL | 0.3 |
|
Summit Place Financial Advisors LLC
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|
NJ | 0.3 |
|
Spreng Capital Management Inc
✚
|
OH | 0.3 |
|
David Kennon Incorporated
✚
|
FL | 0.3 |
|
Alliant Securities Inc
✚
|
WA | 0.3 |