RIA Intel›Advisers›North Carolina›GREENWAY WEALTH ADVISORS, LLC

GREENWAY WEALTH ADVISORS, LLC

Advisory

N·CHARLOTTE, NC

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$185M

1-Year AUM Growth

+11.3%

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$185M

Discretionary AUM$182M

Non-Discretionary AUM$2M

Discretionary %98.8%

Total Clients180

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Filing History

Total Filings on Record4

First FilingApr 10, 2023

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 4 historical filings spanning 3+ 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 GREENWAY WEALTH ADVISORS, LLC

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