Greenway Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Charlotte, NC. Its latest Form ADV filing, dated March 25, 2026, reports $185M in regulatory assets under management, 4 employees, and 1,086 accounts.
Assets Under Management
$185M
Employees
4
Offices
--
Total Clients
180
Primary office
CHARLOTTE, NC
1920 ABBOTT ST., STE. 300, CHARLOTTE, NC, United States
Top client segmentIndividuals represent 68.9% of total clients.
Top client categories% of clientsClients
1
Individuals
68.9%
124
2
HNWI
25.6%
46
3
Pension Plans
3.9%
7
4
Charitable
1.7%
3
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$185Mas of March 25, 2026
Discretionary98.8%
$182M
99% of total RAUM98.8%
Non-discretionary1.2%
$2M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$185M
Total Accounts1,086
10Y AUM Change+$84M (+84.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee45:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.