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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 $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 StatusApproved
Firm CRD#108824
SEC#801-113051
Assets Managed by Firm$190,348,000
No. of Clients585
No. of Advisors5

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 ClientsAUM
Firm Total585$190,348,000
Individuals (other than high net worth individuals)167$150,000,000
High net worth individuals5$40,000,000
Corporations or other businessesFewer than 5 clients$348,000

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