RIA Intel›Advisers›South Dakota›MAKE WAY LLC

MAKE WAY LLC

Advisory

SIOUX FALLS, SD

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account

$243K

across 331 accounts

AUM per adviser

$40M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$81M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$81M

Discretionary AUM$75M

Non-Discretionary AUM$6M

Discretionary %93%

Total Clients120

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, MN, ND, SD, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

120 clients

21 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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