FAIRWAY WEALTH MANAGEMENT LLC

6055 Rockside Woods Blvd.
Suite 330
Independence, Ohio 44131
Tel: 216-573-7200

About FAIRWAY WEALTH MANAGEMENT LLC

FAIRWAY WEALTH MANAGEMENT LLC, formally registered with the SEC as FAIRWAY WEALTH MANAGEMENT LLC. The firm was established in 11/12/2020. They have over 1 offices throughout the country.

FAIRWAY WEALTH MANAGEMENT LLC is a Independence, Ohio based Financial Planning firm with nearly $2,347,110,472 assets under management, offering retirement planning & investment advisory services to 272 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311031
SEC#	801-119777
Assets Managed by Firm	$2,347,110,472
No. of Clients	272
No. of Advisors	20

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
Selection for other advisors
Other (CREDIT AND CASH MANAGEMENT SOLUTIONS AND INSURANCE SOLUTIONS)

Firm Client Information

	No. of Clients	AUM
Firm Total	272	$2,347,110,472
Individuals (other than high net worth individuals)	36	$10,252,263
High net worth individuals	234	$2,305,858,068
Corporations or other businesses	2	$31,000,141

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MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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