FAIRWAY WEALTH LLC
Legal name: FAIRWAY WEALTH MANAGEMENT LLC
CRD #311031 SEC #801-119777 INDEPENDENCE, OH 216-573-7200
SEC Registered
Total AUM
$2.6B
Discretionary
$1B
Employees
22
Clients
251
Accounts
293
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2.6B | $1B | $1.6B | 22 | 0 |
| Dec 2024 | $2.3B | $926.1M | $1.4B | 20 | 0 |
| Dec 2024 | $2.3B | $926.1M | $1.4B | 20 | 0 |
| Mar 2024 | $2.3B | $926.1M | $1.4B | 20 | 0 |
| Sep 2023 | $1.7B | $7.2M | $1.6B | 17 | 0 |
| Sep 2023 | $1.7B | $7.2M | $1.6B | 17 | 0 |
| Mar 2023 | $1.7B | $7.2M | $1.6B | 17 | 0 |
| Mar 2022 | $2B | $6.1M | $2B | 16 | 0 |
| Mar 2021 | $1.8B | $5M | $1.8B | 14 | 0 |
| Dec 2020 | $1.8B | $4.3M | $1.8B | 14 | 0 |
| Oct 2020 | $0 | $0 | $0 | 15 | 0 |
DateMar 2025
Total AUM$2.6B
Discretionary$1B
Non-Disc.$1.6B
Employees22
Clients0
DateDec 2024
Total AUM$2.3B
Discretionary$926.1M
Non-Disc.$1.4B
Employees20
Clients0
DateDec 2024
Total AUM$2.3B
Discretionary$926.1M
Non-Disc.$1.4B
Employees20
Clients0
DateMar 2024
Total AUM$2.3B
Discretionary$926.1M
Non-Disc.$1.4B
Employees20
Clients0
DateSep 2023
Total AUM$1.7B
Discretionary$7.2M
Non-Disc.$1.6B
Employees17
Clients0
DateSep 2023
Total AUM$1.7B
Discretionary$7.2M
Non-Disc.$1.6B
Employees17
Clients0
DateMar 2023
Total AUM$1.7B
Discretionary$7.2M
Non-Disc.$1.6B
Employees17
Clients0
DateMar 2022
Total AUM$2B
Discretionary$6.1M
Non-Disc.$2B
Employees16
Clients0
DateMar 2021
Total AUM$1.8B
Discretionary$5M
Non-Disc.$1.8B
Employees14
Clients0
DateDec 2020
Total AUM$1.8B
Discretionary$4.3M
Non-Disc.$1.8B
Employees14
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees15
Clients0