GREENWAY WEALTH ADVISORS, LLC
CRD #290727 SEC #801-127953 CHARLOTTE, NC 704-981-1228
SEC Registered
Total AUM
$139.8M
Discretionary
$137.9M
Employees
4
Clients
101
Accounts
883
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $139.8M | $137.9M | $1.9M | 4 | 1 |
| Feb 2024 | $111.5M | $110.2M | $1.2M | 5 | 2 |
| Feb 2024 | $111.5M | $110.2M | $1.2M | 5 | 2 |
| May 2023 | $100.1M | $99.1M | $981.7K | 3 | 0 |
| Apr 2023 | $100.1M | $99.1M | $981.7K | 4 | 0 |
DateJan 2025
Total AUM$139.8M
Discretionary$137.9M
Non-Disc.$1.9M
Employees4
Clients1
DateFeb 2024
Total AUM$111.5M
Discretionary$110.2M
Non-Disc.$1.2M
Employees5
Clients2
DateFeb 2024
Total AUM$111.5M
Discretionary$110.2M
Non-Disc.$1.2M
Employees5
Clients2
DateMay 2023
Total AUM$100.1M
Discretionary$99.1M
Non-Disc.$981.7K
Employees3
Clients0
DateApr 2023
Total AUM$100.1M
Discretionary$99.1M
Non-Disc.$981.7K
Employees4
Clients0