Wealthway Financial Advisors
Wealthway Financial Advisors is an SEC-registered wealth manager in Norfolk, VA with $245.6M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Wealthway Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 108824, SEC 801-113051, data through 2026-02-26.
- AUM (assets under management / regulatory AUM)
- $245.6M (2026-02-26)
- Firm type
- Wealth Manager
- Location
- Norfolk, VA
- Employees
- 5
- Clients
- 166
- CRD
- 108824
- Ownership
- BUNTING, DANIEL, CHARLES; ZYWNA, KEVIN, JOHN
How much AUM does Wealthway Financial Advisors have?
Wealthway Financial Advisors reported $245.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-26).
Who owns Wealthway Financial Advisors?
Disclosed owners and executives of Wealthway Financial Advisors include BUNTING, DANIEL, CHARLES, ZYWNA, KEVIN, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.