WEALTHWAY FINANCIAL ADVISORS
CRD #108824 SEC #801-113051 NORFOLK, VA 757-456-2200
SEC Registered
Total AUM
$210.5M
Discretionary
$210.5M
Employees
5
Clients
101
Accounts
561
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $210.5M | $210.5M | $0 | 5 | 0 |
| Mar 2024 | $190.3M | $190.3M | $0 | 5 | 0 |
| Mar 2023 | $164.3M | $164.3M | $0 | 4 | 0 |
| Mar 2022 | $205.4M | $205.4M | $0 | 5 | 0 |
| Mar 2021 | $165.3M | $165.3M | $0 | 5 | 0 |
| Jun 2020 | $148.3M | $148.3M | $0 | 5 | 0 |
| Mar 2020 | $148.3M | $148.3M | $0 | 5 | 0 |
| Mar 2019 | $118.2M | $118.2M | $0 | 3 | 0 |
| Mar 2018 | $125M | $125M | $0 | 2 | 190 |
| Sep 2012 | $51.5M | $51.5M | $0 | 1 | 200 |
| Aug 2012 | $51.5M | $51.5M | $0 | 1 | 200 |
| Feb 2012 | $51.5M | $51.5M | $0 | 1 | 200 |
| Feb 2012 | $51.5M | $51.5M | $0 | 1 | 200 |
| Jan 2008 | $60.1M | $60.1M | $0 | 5 | -- |
| May 2007 | $51.2M | $51.2M | $0 | 5 | -- |
| May 2007 | $51.2M | $51.2M | $0 | 5 | -- |
| Mar 2007 | $51.2M | $51.2M | $0 | 5 | -- |
| Mar 2007 | $51.2M | $51.2M | $0 | 5 | -- |
| Jan 2006 | $42.6M | $42.6M | $0 | 5 | -- |
| Jan 2005 | $36.1M | $36.1M | $0 | 5 | -- |
| Dec 2004 | $30.9M | $30.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$210.5M
Discretionary$210.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$190.3M
Discretionary$190.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$164.3M
Discretionary$164.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$205.4M
Discretionary$205.4M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$148.3M
Discretionary$148.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$118.2M
Discretionary$118.2M
Non-Disc.$0
Employees3
Clients0
DateMar 2018
Total AUM$125M
Discretionary$125M
Non-Disc.$0
Employees2
Clients190
DateSep 2012
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees1
Clients200
DateAug 2012
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees1
Clients200
DateFeb 2012
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees1
Clients200
DateJan 2008
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$51.2M
Discretionary$51.2M
Non-Disc.$0
Employees5
Clients--
DateMay 2007
Total AUM$51.2M
Discretionary$51.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$51.2M
Discretionary$51.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$51.2M
Discretionary$51.2M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$42.6M
Discretionary$42.6M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$36.1M
Discretionary$36.1M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$30.9M
Discretionary$30.9M
Non-Disc.$0
Employees5
Clients--