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

Building 2GREENWAY WEALTH ADVISORS, LLC

Map pinCHARLOTTE, NC
Phone704-981-1228
NotebookSEC #801-127953
Total AUM
$184.5M
Employees
4
Clients
180

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1920 ABBOTT ST.
STE. 300
CHARLOTTE
NC 28203
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
704-981-1228

ReceiptFinancials

Total AUM
$184.5M
Accounts
1,086
Discretionary
$182.4M
Accounts
1,082
Non-Discretionary
$2.2M
Accounts
4

ContactClients

View more in analytics →

Individual Clients
124
AUM
$70.7M
HNW Individual Clients
46
AUM
$101.6M
Pension/Profit Sharing Plan Clients
7
AUM
$10M
Charitable Organization Clients
3
AUM
$2.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CONCTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account