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| Wealthway Financial Advisors
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|
|---|---|
| CRD # | 108824 |
| SEC # | 801-113051 |
| CIK # | |
| AUM | $164.3 MM (2023-03-13) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 757-456-2200 |
| Address | 440 Monticello Ave, Suite 1620 Norfolk, VA 23510 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 103 | 36.0 |
| (b) Individuals (high net worth individuals) | 70 | 128.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 561 | 164.3 |
| By Discretionary | ||
| Discretionary | 561 | 164.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 561 | 164.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.7 | |
| United States Persons | 162.6 | |
| Total | 561 | 164.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
RHS Financial LLC
✚
|
CA | 0.2 |
|
Carolina Financial Advisors Inc
✚
|
NC | 0.2 |
|
Madden Funds Management Ltd
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|
IL | 0.2 |
|
Camelot Technology Advisors Inc
✚
|
CA | 0.2 |
|
Five Talents Financial Management Group LLC
✚
|
IA | 0.2 |
|
Crew Capital Management Ltd
✚
|
OH | 0.2 |
|
MUNN Wealth Management LLC
✚
|
OH | 0.2 |
|
Total Wealth Planning and Management Inc
✚
|
FL | 0.2 |
|
Sylvest Advisors LLC
✚
|
TX | 0.2 |
|
Plotkin Financial Advisors LLC
✚
|
MD | 0.2 |