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WEALTHWAY FINANCIAL ADVISORS
CRD 108824 · SEC 801-113051
440 MONTICELLO AVE, SUITE 1620, NORFOLK, VA, 23510, United States
Phone
757-456-2200
Fax
757-456-9854
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$245.6M
Discretionary AUM
$245.6M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEDUCATIONAL RADIO SHOW AND PODCAST
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 85 | $42.0M |
| High net worth individuals | 81 | $203.0M |
States served
NC, VA
All web addresses on file
Official SEC filing: View on IAPD