GREENWAY WEALTH ADVISORS, LLC

GREENWAY WEALTH ADVISORS, LLC of CHARLOTTE, NC is an SEC-registered investment adviser (CRD 290727). Regulatory assets under management: $184.5M.

Registration

• CRD: 290727
• SEC file number: 801-127953
• Type: Registered investment adviser
• Location: 1920 ABBOTT ST., STE. 300, CHARLOTTE, NC, 28203
• Phone: 704-981-1228
• Latest filing: 2026-06-03
• Regulatory AUM: $184.5M
• Discretionary AUM: $182.4M
• Non-discretionary AUM: $2.2M
• Clients: 4
• Accounts: 1,086

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290727 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search