Wealthway Financial Advisors

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Assets, Funds, Holdings

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Wealthway Financial Advisors
CRD #108824
SEC #801-113051
CIK #
AUM $190.3 MM (2024-03-19)
Employees 5 (60% Investors, 0% Brokers)
Phone757-456-2200
Address440 Monticello Ave, Suite 1620
Norfolk, VA 23510
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002001200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 167 150.0
(b) Individuals (high net worth individuals) 5 40.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.3
(n) Other 0 0.0
Total 585 190.3
By Discretionary
Discretionary 585 190.3
Non-Discretionary 0 0.0
Total 585 190.3
By Non-United States Persons
Non-United States Persons 2.1
United States Persons 188.3
Total 585 190.3
Comparable Firms State AUM ($BB)
Professional Financial Strategies Inc
NY 0.2
Philip O Johnson & Company Ltd
AZ 0.2
Strategic Retirement Advisors LLC
CA 0.2
Prospect Capital Services Inc
NJ 0.2
Madden Funds Management Ltd
IL 0.2
Peterson Financial Group Inc
IA 0.2
Walker Financial Advisors Inc DBA California 457 Benefits
CA 0.2
Sage Financial Advisors Inc
AZ 0.2
Essential Investment Partners LLC
CO 0.2
Kiplinger Investment Advisors LLC
OH 0.2
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