Greenway Wealth Advisors, LLC

RIASEC RegisteredEst. 2023

Total AUM

$185M

Discretionary

$182M

99% of AUM

Avg account

$170K

Accounts

1,086

Employees

Advisory reps

Firm details

Headquarters: Charlotte, North Carolina
CRD number: 290727
Registered since: May 11, 2023
Website: www.greenwaywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI55.05%
Individuals38.29%
Pension & Profit Sharing Plans5.43%
Charitable Organizations1.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Greenway Wealth Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. The firm is individually owned and positions itself as a capital allocator that serves both individual and family clients as well as institutional clients. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. Fee arrangements vary by engagement and include a percentage of assets under management, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser in the source data.