Fairway Wealth Management LLC

RIASEC RegisteredEst. 2020

Total AUM

$3B

Discretionary

$1.3B

44% of AUM

Avg account

$9.2M

Accounts

322

Employees

Advisory reps

Firm details

Headquarters: Independence, Ohio
CRD number: 311031
Registered since: November 12, 2020
Website: fairwaywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.95%
Individuals0.97%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fairway Wealth Management LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2020. The firm functions as a capital allocator and serves both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selecting other advisers. Compensation is a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Business activities extend beyond pure advisory work; Fairway is affiliated with broker-dealer and insurance channels and lists roles such as sponsor or managing member of pooled investment vehicles and sponsor of limited partnerships. The firm does not position itself as an ESG investor and is not a multi-state adviser. Industry recognition includes placement on FA Magazine’s Top RIA Firms list in 2020 and appearances on Forbes’ America’s Top RIA Firms lists in 2023 and 2024.