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Wealthway Financial Advisors
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CRD # | 108824 |
SEC # | 801-113051 |
CIK # | |
AUM | $190.3 MM (2024-03-19) |
Employees | 5 (60% Investors, 0% Brokers) |
Phone | 757-456-2200 |
Address | 440 Monticello Ave, Suite 1620 Norfolk, VA 23510 |
Source | [IAPD] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
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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
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NY | 0.2 |
Philip O Johnson & Company Ltd
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|
AZ | 0.2 |
Strategic Retirement Advisors LLC
✚
|
CA | 0.2 |
Prospect Capital Services Inc
✚
|
NJ | 0.2 |
Madden Funds Management Ltd
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|
IL | 0.2 |
Peterson Financial Group Inc
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|
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 |