1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2WEALTHWAY FINANCIAL ADVISORS

Map pinNORFOLK, VA
Phone757-456-2200
NotebookSEC #801-113051
Total AUM
$245.6M
Employees
5
Clients
167

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 MONTICELLO AVE, SUITE 1620
NORFOLK
VA 23510
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
757-456-2200

ReceiptFinancials

Total AUM
$245.6M
Accounts
552
Discretionary
$245.6M
Accounts
552
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
85
AUM
$42M
HNW Individual Clients
81
AUM
$203M
Corporation or Business Clients
1
AUM
$569K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPublications
Other Services
EDUCATIONAL RADIO SHOW AND PODCAST
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCVA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account