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| Keyboard |
| Wealthway Financial Advisors
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|---|---|
| CRD # | 108824 |
| SEC # | 801-113051 |
| CIK # | |
| AUM | 245.6 M (2026-02-26) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 757-456-2200 |
| Address | 440 Monticello Ave, Suite 1620 Norfolk, VA 23510 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 85 | 42.0 |
| (b) Individuals (high net worth individuals) | 81 | 203.0 |
| (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 | 0 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 552 | 245.6 |
| By Discretionary | ||
| Discretionary | 552 | 245.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 552 | 245.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.6 | |
| United States Persons | 245.0 | |
| Total | 552 | 245.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Aegis Wealth Group LLC
✚
|
UT | 247.7 M |
|
Eudaimonia Asset Management LLC
✚
|
TN | 246.9 M |
|
Tenet Wealth Partners LLC
✚
|
IL | 246.9 M |
|
17 Capital Partners LLC
✚
|
AZ | 246.4 M |
|
Sierra Pacific Private Wealth LLC
✚
|
CA | 245.9 M |
|
Legacy Solutions LLC
✚
|
PA | 243.8 M |
|
Rinaldi Wealth Management Inc
✚
|
FL | 243.2 M |
|
Retirewise Tax and Wealth Advisors Inc
✚
|
KS | 242.8 M |
|
210 Wealth Management Inc
✚
|
IL | 242.8 M |
|
MUNN Wealth Management LLC
✚
|
OH | 242.3 M |