RIA Intel›Advisers›Ohio›WAY STREET FINANCIAL, LLC

WAY STREET FINANCIAL, LLC

Advisory

BRUNSWICK, OH

Data as of Apr 22, 2026 · Source: SEC Form ADV

Average account

$184K

across 183 accounts

AUM per adviser

$34M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 22, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients79

Team

Total Employees5

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAR, FL, LA, OH, 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

79 clients

19 high-net-worth

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

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