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, owner-operated registered investment adviser organized as an LLC and registered with the SEC in 2023. The firm serves both individual/family and institutional clients and acts as a capital allocator, placing client capital with outside managers in addition to managing in-house portfolios. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and selection of other advisers. Greenway does not identify as an active ESG investor and does not report multi-state advisory status or related-adviser affiliations.