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GREENWAY WEALTH ADVISORS, LLC
CRD 290727 · SEC 801-127953
1920 ABBOTT ST., STE. 300, CHARLOTTE, NC, 28203, United States
Phone
704-981-1228
Fax
980-206-0313
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$184.5M
Discretionary AUM
$182.4M
Team
4 total employees; 4 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $70.7M |
| High net worth individuals | 46 | $101.6M |
| Pension/profit sharing plans | 7 | $10.0M |
| Charitable organizations | 3 | $2.3M |
States served
CA, CO, NC, TX
All web addresses on file
Official SEC filing: View on IAPD