440 Monticello Ave, Suite 1620
Norfolk, Virginia 23510
Tel: 757-456-2200
WEALTHWAY FINANCIAL ADVISORS, formally registered with the SEC as WEALTHWAY FINANCIAL ADVISORS. The firm was established in 05/08/2018. They have over 1 offices throughout the country.
WEALTHWAY FINANCIAL ADVISORS is a Norfolk, Virginia based Financial Planning firm with nearly $164,311,000 assets under management, offering retirement planning & investment advisory services to 561 clients. The firm is staffed with 4 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 108824 |
SEC# | 801-113051 |
Assets Managed by Firm | $164,311,000 |
No. of Clients | 561 |
No. of Advisors | 4 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 561 | $164,311,000 |
Individuals (other than high net worth individuals) | 103 | $36,000,000 |
High net worth individuals | 70 | $128,000,000 |
Corporations or other businesses | Fewer than 5 clients | $311,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$63,288,614,312 | 87 | 198 | |
$38,906,541,054 | 402 | 181 | |
$30,621,255,853 | 50 | 42 | |
$24,901,888,467 | 75 | 105 | |
$17,550,000,000 | 4952 | 67 |
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