GREENWAY WEALTH ADVISORS, LLC

1920 Abbott St.
Ste. 300
Charlotte, North Carolina 28203
Tel: 704-981-1228

About GREENWAY WEALTH ADVISORS, LLC

GREENWAY WEALTH ADVISORS, LLC, formally registered with the SEC as GREENWAY WEALTH ADVISORS, LLC. The firm was established in 05/11/2023. They have over 1 offices throughout the country.

GREENWAY WEALTH ADVISORS, LLC is a Charlotte, North Carolina based Financial Planning firm with nearly $139,812,314 assets under management, offering retirement planning & investment advisory services to 883 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	290727
SEC#	801-127953
Assets Managed by Firm	$139,812,314
No. of Clients	883
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	883	$139,812,314
Individuals (other than high net worth individuals)	112	$45,943,725
High net worth individuals	40	$84,302,542
Pension and profit sharing plans	6	$7,813,696
Charitable organizations	3	$1,752,351

More Retirement Planning firms in Charlotte, North Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPTRUST 4208 Six Forks Rd, Suite 1700 Raleigh, NC, 27609	$852,173,054,617	100603	1554
ALLSPRING GLOBAL INVESTMENTS, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$429,024,440,167	9416	1015
BARINGS LLC 300 S. Tryon Street, Suite 2500 Charlotte, NC, 28202	$307,726,562,224	343	985
ALLSPRING FUNDS MANAGEMENT, LLC 1415 Vantage Park Drive, 3rd Floor Charlotte, NC, 28203	$300,798,686,558	8078	513
BRIGHTHOUSE INVESTMENT ADVISERS, LLC 11225 North Community House Rd Charlotte, NC, 28277	$137,561,001,775	6685	31

Explore More Retirement Advisors in Charlotte, North Carolina

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.