INDEPENDENCE, OHCRD 311031Latest ADV March 13, 2026
Fairway Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Independence, OH. Its latest Form ADV filing, dated March 13, 2026, reports $3.0B in regulatory assets under management, 23 employees, and 322 accounts.
Assets Under Management
$3.0B
Employees
23
Offices
--
Total Clients
322
Primary office
INDEPENDENCE, OH
6055 ROCKSIDE WOODS BLVD., SUITE 330, INDEPENDENCE, OH, United States
Top client segmentHNWI represent 83.2% of total clients.
Top client categories% of clientsClients
1
HNWI
83.2%
268
2
Individuals
16.5%
53
3
Corporations
0.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.0Bas of March 13, 2026
Discretionary43.7%
$1.3B
44% of total RAUM43.7%
Non-discretionary56.3%
$1.7B
56% of total RAUM56.3%
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$3.0B
Total Accounts322
10Y AUM Change+$1.2B (+66.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee14:1
10Y Employee Change+9 (+64.3%)
* 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.