Overview
Assets Under Management: $185 million
Headquarters: CHARLOTTE, NC
High-Net-Worth Clients: 46
Average Client Assets: $2 million
Frequently Asked Questions
GREENWAY WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #290727), GREENWAY WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
GREENWAY WEALTH ADVISORS, LLC is headquartered in CHARLOTTE, NC.
GREENWAY WEALTH ADVISORS, LLC serves 46 high-net-worth clients according to their SEC filing dated January 23, 2026. View client details ↓
According to their SEC Form ADV, GREENWAY WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GREENWAY WEALTH ADVISORS, LLC manages $185 million in client assets according to their SEC filing dated January 23, 2026.
According to their SEC Form ADV, GREENWAY WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.05
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,086
Discretionary Accounts: 1,082
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 290727
Filing ID: 2044167
Last Filing Date: 2026-01-23 11:22:13