MAKE WAY WEALTH MANAGEMENT

MAKE WAY WEALTH MANAGEMENT of SIOUX FALLS, SD is an SEC-registered investment adviser (CRD 301995). Regulatory assets under management: $80.5M.

Registration

• CRD: 301995
• Type: Registered investment adviser
• Location: 1601 E 69TH STREET, SIOUX FALLS, SD, 57108
• Phone: 605-929-3875
• Latest filing: 2026-03-18
• Regulatory AUM: $80.5M
• Discretionary AUM: $74.9M
• Non-discretionary AUM: $5.6M
• Clients: 2
• Accounts: 331

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301995 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search