Headway Wealth
Firm details
- Headquarters
- Durham,
- CRD number
- 342947
- Registered since
- July 23, 2026
- 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 is an independent registered investment adviser organized as a corporation and registered with the SEC in 2026. The firm advises individual and family clients and also works with institutional relationships, focusing on financial planning and portfolio management for individuals and small businesses. Its compensation model includes both a percentage-of-AUM component and fixed fees. Headway Wealth does not self-identify as an active ESG investor and the firm is not structured as a capital allocator or a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Durham, null
Location
Durham, null
Headquartered in Durham, null.
- Address
- Durham Workspace, Abbey Rd, Pity Me
- Office locations
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