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WEALTHWAY FINANCIAL ADVISORS
440 Monticello Ave, Suite 1620
Norfolk, Virginia 23510
Tel: 757-456-2200
About WEALTHWAY FINANCIAL ADVISORS
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 $190,348,000 assets under management, offering retirement planning & investment advisory services to 585 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108824 |
| SEC# | 801-113051 |
| Assets Managed by Firm | $190,348,000 |
| No. of Clients | 585 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (EDUCATIONAL RADIO SHOW AND PODCAST)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 585 | $190,348,000 |
| Individuals (other than high net worth individuals) | 167 | $150,000,000 |
| High net worth individuals | 5 | $40,000,000 |
| Corporations or other businesses | Fewer than 5 clients | $348,000 |
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