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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FOY, NATALIE, SYLVESTER | I | CFO, ADVISOR | NA | Control |
| FOY, NATALIE, SYLVESTER | I | CFO, ADVISOR | NA | Control |
| FOY, NATALIE, SYLVESTER | I | CFO, ADVISOR | NA | Control |
| FOY, NATALIE, SYLVESTER | I | CFO, ADVISOR | NA | Control |
| FOY, NATALIE, SYLVESTER | I | CFO, ADVISOR | NA | Control |
| FOY, JOHN, NICHOLAS | I | FOUNDER, CCO | E | Control |
| FOY, JOHN, NICHOLAS | I | FOUNDER, CCO | E | Control |
| FOY, JOHN, NICHOLAS | I | FOUNDER, CCO | E | Control |
| FOY, JOHN, NICHOLAS | I | FOUNDER, CCO | E | Control |
| FOY, JOHN, NICHOLAS | I | FOUNDER, CCO | E | Control |
Registrations
Federal
IA
Jan 30, 2025 REGISTERED
Notice Filings (3)
CO NC TX
Address
1920 ABBOTT ST.STE. 300
CHARLOTTE, NC 28203
United States
Phone: 704-981-1228