FENWAY FINANCIAL ADVISORS, LLC
CRD #139775 SEC #801-117969 ARLINGTON, VA 617-704-7805
SEC Registered
Total AUM
$236.5M
Discretionary
$0
Employees
2
Clients
101
Accounts
377
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $236.5M | $0 | $236.5M | 2 | 9 |
| Jul 2025 | $236.5M | $0 | $236.5M | 2 | 9 |
| Apr 2025 | $236.5M | $0 | $236.5M | 2 | 9 |
| Jan 2025 | $236.5M | $0 | $236.5M | 2 | 9 |
| Nov 2024 | $184.9M | $0 | $184.9M | 2 | 5 |
| Sep 2024 | $184.9M | $0 | $184.9M | 2 | 5 |
| Jul 2024 | $184.9M | $0 | $184.9M | 2 | 5 |
| Feb 2024 | $184.9M | $0 | $184.9M | 2 | 5 |
| Nov 2023 | $156.2M | $0 | $156.2M | 2 | 5 |
| Sep 2023 | $156.2M | $0 | $156.2M | 2 | 5 |
| Jun 2023 | $156.2M | $0 | $156.2M | 2 | 5 |
| Apr 2023 | $156.2M | $0 | $156.2M | 2 | 5 |
| Apr 2023 | $156.2M | $0 | $156.2M | 2 | 5 |
| Mar 2023 | $156.2M | $0 | $156.2M | 2 | 5 |
| Feb 2023 | $166.9M | $0 | $166.9M | 2 | 83 |
| Sep 2022 | $166.9M | $0 | $166.9M | 2 | 83 |
| Apr 2022 | $166.9M | $0 | $166.9M | 2 | 83 |
| Mar 2022 | $166.9M | $0 | $166.9M | 2 | 83 |
| Jan 2022 | $128.4M | $0 | $128.4M | 2 | 0 |
| Dec 2021 | $128.4M | $0 | $128.4M | 2 | 0 |
| Apr 2021 | $128.4M | $0 | $128.4M | 2 | 0 |
| Mar 2021 | $128.4M | $0 | $128.4M | 2 | 0 |
| Jan 2021 | $107.8M | $0 | $107.8M | 2 | 0 |
| Jun 2020 | $107.8M | $0 | $107.8M | 2 | 0 |
| Mar 2020 | $107.8M | $0 | $107.8M | 2 | 0 |
| Dec 2019 | $101.4M | $0 | $101.4M | 2 | 0 |
DateAug 2025
Total AUM$236.5M
Discretionary$0
Non-Disc.$236.5M
Employees2
Clients9
DateJul 2025
Total AUM$236.5M
Discretionary$0
Non-Disc.$236.5M
Employees2
Clients9
DateApr 2025
Total AUM$236.5M
Discretionary$0
Non-Disc.$236.5M
Employees2
Clients9
DateJan 2025
Total AUM$236.5M
Discretionary$0
Non-Disc.$236.5M
Employees2
Clients9
DateNov 2024
Total AUM$184.9M
Discretionary$0
Non-Disc.$184.9M
Employees2
Clients5
DateSep 2024
Total AUM$184.9M
Discretionary$0
Non-Disc.$184.9M
Employees2
Clients5
DateJul 2024
Total AUM$184.9M
Discretionary$0
Non-Disc.$184.9M
Employees2
Clients5
DateFeb 2024
Total AUM$184.9M
Discretionary$0
Non-Disc.$184.9M
Employees2
Clients5
DateNov 2023
Total AUM$156.2M
Discretionary$0
Non-Disc.$156.2M
Employees2
Clients5
DateSep 2023
Total AUM$156.2M
Discretionary$0
Non-Disc.$156.2M
Employees2
Clients5
DateJun 2023
Total AUM$156.2M
Discretionary$0
Non-Disc.$156.2M
Employees2
Clients5
DateApr 2023
Total AUM$156.2M
Discretionary$0
Non-Disc.$156.2M
Employees2
Clients5
DateApr 2023
Total AUM$156.2M
Discretionary$0
Non-Disc.$156.2M
Employees2
Clients5
DateMar 2023
Total AUM$156.2M
Discretionary$0
Non-Disc.$156.2M
Employees2
Clients5
DateFeb 2023
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees2
Clients83
DateSep 2022
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees2
Clients83
DateApr 2022
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees2
Clients83
DateMar 2022
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees2
Clients83
DateJan 2022
Total AUM$128.4M
Discretionary$0
Non-Disc.$128.4M
Employees2
Clients0
DateDec 2021
Total AUM$128.4M
Discretionary$0
Non-Disc.$128.4M
Employees2
Clients0
DateApr 2021
Total AUM$128.4M
Discretionary$0
Non-Disc.$128.4M
Employees2
Clients0
DateMar 2021
Total AUM$128.4M
Discretionary$0
Non-Disc.$128.4M
Employees2
Clients0
DateJan 2021
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees2
Clients0
DateJun 2020
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees2
Clients0
DateMar 2020
Total AUM$107.8M
Discretionary$0
Non-Disc.$107.8M
Employees2
Clients0
DateDec 2019
Total AUM$101.4M
Discretionary$0
Non-Disc.$101.4M
Employees2
Clients0