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WEALTHWAY FINANCIAL ADVISORS

440 Monticello Ave, Suite 1620
Norfolk, Virginia 23510
Tel: 757-456-2200

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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 $164,311,000 assets under management, offering retirement planning & investment advisory services to 561 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108824
SEC# 801-113051
Assets Managed by Firm $164,311,000
No. of Clients 561
No. of Advisors 4

Fee Structure

  • A Percentage of AUM

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Selection of Other Advisors
  • Publication of periodicals or Newsleters

Firm Client Information

No. of ClientsAUM
Firm Total561$164,311,000
Individuals (other than high net worth individuals)103$36,000,000
High net worth individuals70$128,000,000
Corporations or other businessesFewer than 5 clients$311,000
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