RIA Intel›Advisers›Ohio›FAIRWAY WEALTH MANAGEMENT LLC

FAIRWAY WEALTH MANAGEMENT LLC

Advisory

N·INDEPENDENCE, OH

Data as of Jun 27, 2020 · Source: SEC Form ADV

Total AUM

$1.6B

1-Year AUM Growth

+17.6%

3-Year CAGR

+10.8%

Employees

7

Assets Under Management

Total AUM$1.6B

Discretionary AUM$3M

Non-Discretionary AUM$1.6B

Discretionary %0.2%

Total Clients—

Team

Total Employees7

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record28

First FilingApr 19, 2002

Latest FilingJun 27, 2020

🔒 Full AUM trend chart and 28 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on FAIRWAY WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.