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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthway Financial Advisors
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|---|---|
| CRD # | 108824 |
| SEC # | 801-113051 |
| CIK # | |
| AUM | $210.5 M (2025-03-06) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 757-456-2200 |
| Address | 440 Monticello Ave, Suite 1620 Norfolk, VA 23510 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 101 | 45.0 |
| (b) Individuals (high net worth individuals) | 68 | 165.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 561 | 210.5 |
| By Discretionary | ||
| Discretionary | 561 | 210.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 561 | 210.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.4 | |
| United States Persons | 208.1 | |
| Total | 561 | 210.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kiplinger Investment Advisors LLC
✚
|
OH | 0.2 |
|
Sierra Pacific Financial Advisors LLC
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|
CA | 0.2 |
|
Horizon Financial Services LLC
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|
NC | 0.2 |
|
17 Capital Partners LLC
✚
|
AZ | 0.2 |
|
Carolina Financial Advisors Inc
✚
|
NC | 0.2 |
|
CGI Plan Advisors Inc
✚
|
PA | 0.2 |
|
Five Talents Financial Management Group LLC
✚
|
IA | 0.2 |
|
MUNN Wealth Management LLC
✚
|
OH | 0.2 |
|
Mission Hills Financial Advisory LLC
✚
|
CA | 0.2 |
|
Sustainable Advisors Alliance LLC
✚
|
OK | 0.2 |