Headway Wealth
Firm details
- Headquarters
- Durham,
- CRD number
- 342947
- Registered since
- July 23, 2026
- Custodians
- AJ BELL
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI50.21%
- Individuals46.46%
- Corporations / Businesses3.32%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Headway Wealth operates as an independent registered investment adviser organized as a corporation and owned by an individual. The firm offers financial planning and portfolio management specifically aimed at individuals, families and small-business clients, and it serves both individual & family and institutional client segments. Its fee model combines a percentage-of-AUM component with fixed fees. According to the filing data, Headway Wealth does not position itself as an active ESG investor, is not registered as a multi-state adviser, and is not set up as a capital allocator.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
2 of 2Elliott Parkhouse
DirectorCRD 8303494
Hamzah Shalchi
DirectorCRD 8303496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Durham, null
Location
Durham, null
Headquartered in Durham, null.
- Address
- Durham Workspace, Abbey Rd, Pity Me
- Office locations
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