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MAKE WAY WEALTH MANAGEMENT
MAKE WAY LLC
CRD 301995
1601 E 69TH STREET, STE 201, SIOUX FALLS, SD, 57108, United States
Phone
605-929-3875
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$80.5M
Discretionary AUM
$74.9M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $24.1M |
| High net worth individuals | 21 | $52.8M |
All web addresses on file
Official SEC filing: View on IAPD