Fairway Wealth Management


Trust Score 95%
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Last updated: August 11th, 2019. Data source: SEC filings.

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Fairway Wealth Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 6 advisors. Fairway Wealth Management manages $1.4 billion and provides investment advisory services for 220 clients (1:37 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $2,000,000
Average Client Balance $6,249,427
Hybrid Advisor No
Disciplinary History No
Total AUM $1.4 billion
Advisor / Client Ratio 1:37
Headquarters Independence, OH
SEC Filings Forms and Brochures    (CRD # 120296)
State(s) Registered CO, FL, OH, TX


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