FAIRWAY WEALTH MANAGEMENT LLC

RIASEC RegisteredEst. 2020

Total AUM

$3B

Discretionary

$1.3B

44% of AUM

Avg account

$9.2M

Accounts

322

Employees

Advisory reps

Firm details

Headquarters: INDEPENDENCE, Ohio
CRD number: 311031
Registered since: November 12, 2020
Website: fairwaywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI98.95%
Individuals0.97%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Fairway Wealth Management LLC is an independent registered investment adviser that registered with the SEC in 2020 and acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and also performs selection of other advisers. It generates fees via a mix of percentage-of-AUM, hourly and fixed-fee arrangements and is registered to engage in other financial product sales. Fairway does not identify as an active ESG investor and is not a multi-state adviser. Its publicly reported affiliations include brokerage, advisory and sponsor roles that support access to sponsored pooled vehicles. Fairway has received industry recognition, including placement on lists published by FA Magazine in 2020 and Forbes in 2023 and 2024.