FAIRWAY WEALTH MANAGEMENT LLC
CRD #120296 SEC #801-61106 INDEPENDENCE, OH 216-573-7200
SEC Registered
Total AUM
$1.6B
Discretionary
$2.6M
Employees
15
Clients
101
Accounts
238
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $1.6B | $2.6M | $1.6B | 15 | 5 |
| Feb 2020 | $1.6B | $2.6M | $1.6B | 15 | 5 |
| Mar 2019 | $1.4B | $3.1M | $1.4B | 14 | 5 |
| Mar 2018 | $1.3B | $1.6M | $1.3B | 13 | 5 |
| Mar 2017 | $1.2B | $0 | $1.2B | 13 | 178 |
| May 2016 | $1.1B | $0 | $1.1B | 12 | 160 |
| Mar 2016 | $1.1B | $0 | $1.1B | 12 | 160 |
| Mar 2015 | $1B | $0 | $1B | 12 | 145 |
| Mar 2014 | $917.5M | $0 | $917.5M | 11 | 130 |
| Mar 2013 | $783M | $0 | $783M | 11 | 120 |
| Mar 2012 | $701.5M | $0 | $701.5M | 11 | 107 |
| Aug 2011 | $624.7M | $0 | $624.7M | -- | -- |
| Mar 2009 | $460M | $0 | $460M | 10 | -- |
| Mar 2008 | $540M | $0 | $540M | 10 | -- |
| Mar 2007 | $450M | $0 | $450M | 10 | -- |
| Mar 2006 | $300M | $0 | $300M | 10 | -- |
| Mar 2004 | $150M | $0 | $150M | 5 | -- |
| Apr 2002 | $0 | $0 | $0 | 5 | -- |
DateJun 2020
Total AUM$1.6B
Discretionary$2.6M
Non-Disc.$1.6B
Employees15
Clients5
DateFeb 2020
Total AUM$1.6B
Discretionary$2.6M
Non-Disc.$1.6B
Employees15
Clients5
DateMar 2019
Total AUM$1.4B
Discretionary$3.1M
Non-Disc.$1.4B
Employees14
Clients5
DateMar 2018
Total AUM$1.3B
Discretionary$1.6M
Non-Disc.$1.3B
Employees13
Clients5
DateMar 2017
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees13
Clients178
DateMay 2016
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees12
Clients160
DateMar 2016
Total AUM$1.1B
Discretionary$0
Non-Disc.$1.1B
Employees12
Clients160
DateMar 2015
Total AUM$1B
Discretionary$0
Non-Disc.$1B
Employees12
Clients145
DateMar 2014
Total AUM$917.5M
Discretionary$0
Non-Disc.$917.5M
Employees11
Clients130
DateMar 2013
Total AUM$783M
Discretionary$0
Non-Disc.$783M
Employees11
Clients120
DateMar 2012
Total AUM$701.5M
Discretionary$0
Non-Disc.$701.5M
Employees11
Clients107
DateAug 2011
Total AUM$624.7M
Discretionary$0
Non-Disc.$624.7M
Employees--
Clients--
DateMar 2009
Total AUM$460M
Discretionary$0
Non-Disc.$460M
Employees10
Clients--
DateMar 2008
Total AUM$540M
Discretionary$0
Non-Disc.$540M
Employees10
Clients--
DateMar 2007
Total AUM$450M
Discretionary$0
Non-Disc.$450M
Employees10
Clients--
DateMar 2006
Total AUM$300M
Discretionary$0
Non-Disc.$300M
Employees10
Clients--
DateMar 2004
Total AUM$150M
Discretionary$0
Non-Disc.$150M
Employees5
Clients--
DateApr 2002
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--