Greenway Wealth Advisors, LLC
Greenway Wealth Advisors, LLC is an SEC-registered wealth manager in Charlotte, NC with $184.5M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Greenway Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290727, SEC 801-127953, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $184.5M (2026-06-03)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 4
- Clients
- 180
- CRD
- 290727
- Ownership
- FOY, JOHN, NICHOLAS; FOY, NATALIE, SYLVESTER
How much AUM does Greenway Wealth Advisors, LLC have?
Greenway Wealth Advisors, LLC reported $184.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Greenway Wealth Advisors, LLC?
Disclosed owners and executives of Greenway Wealth Advisors, LLC include FOY, JOHN, NICHOLAS, FOY, NATALIE, SYLVESTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.