FAIRWAY WEALTH MANAGEMENT LLC

FAIRWAY WEALTH LLC

CRD 311031 · SEC 801-119777

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6055 ROCKSIDE WOODS BLVD., SUITE 330, INDEPENDENCE, OH, 44131, United States

Phone

216-573-7200

Fax

216-573-7205

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.98B

Discretionary AUM

$1.30B

Team

23 total employees; 9 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-13

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersCREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS

Client types

Type	Clients	AUM
Individuals	53	$28.9M
High net worth individuals	268	$2.95B
Corporations/business entities	1	$2.4M

States served

AZ, CA, CO, GA, IL, MA, MI, NE, NY, NC, OH, PA, SC, VA, TX, NH, FL

All web addresses on file

https://focusfinancialpartners.com
HTTPS://WWW.LINKEDIN.COM/COMPANY/FAIRWAY-WEALTH-MANAGEMENT/
https://www.linkedin.com/company/focus-financial-partners/
HTTPS://WWW.FAIRWAYWEALTH.COM
HTTP://WWW.FACEBOOK.COM/FAIRWAYWM/
https://twitter.com/focusfinancial

Official SEC filing: View on IAPD