Overview
Assets Under Management: $246 million
Headquarters: NORFOLK, VA
High-Net-Worth Clients: 81
Average Client Assets: $3 million
Frequently Asked Questions
WEALTHWAY FINANCIAL ADVISORS 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 #108824), WEALTHWAY FINANCIAL ADVISORS is subject to fiduciary duty under federal law.
WEALTHWAY FINANCIAL ADVISORS is headquartered in NORFOLK, VA.
WEALTHWAY FINANCIAL ADVISORS serves 81 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, WEALTHWAY FINANCIAL ADVISORS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
WEALTHWAY FINANCIAL ADVISORS manages $246 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, WEALTHWAY FINANCIAL ADVISORS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.67
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 552
Discretionary Accounts: 552
Regulatory Filings
CRD Number: 108824
Filing ID: 2048357
Last Filing Date: 2026-02-26 09:56:10