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

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