GREENWAY WEALTH ADVISORS, LLC
Adviser information for GREENWAY WEALTH ADVISORS, LLC last updated from Form ADV on February 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | North Carolina, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 1 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 798 | $110.2M |
| Non-Discretionary | 3 | $1.2M |
| Total | 801 | $111.5M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 126 | $46.0M |
| HNW Individuals | 30 | $57.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $6.6M |
| Charitable organizations | <5 | $1.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-127953 |
|---|---|
| SEC ERA File Number | 801-127953 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 290727 |
| Legal Entity Identifier | None |
Principal Office
1920 ABBOTT ST.STE. 300
CHARLOTTE
NC
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 704-981-1228, Fax: 980-206-0313
Chief Compliance Officer
NICK FOY
FOUNDER
1920 ABBOTT ST.
STE. 300
CHARLOTTE
NC
United States
Tel:
704-981-1228
N***@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| FOY, JOHN, NICHOLAS | Individual | – | FOUNDER, CCO | 09/2017 | > 75% |
| FOY, NATALIE, SYLVESTER | Individual | – | CFO, ADVISOR | 06/2020 | < 5% |