⌕
Firm profile

Headway Wealth

DURHAMCRD 342947Registration Status: ApprovedEffective since July 23, 2026Latest ADV June 25, 2026

Headway Wealth is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated June 25, 2026, reports $301M in regulatory assets under management, 17 employees, and 599 accounts.

Assets Under Management
$301M
Employees
17
Offices
--
Total Clients
599
Primary office
DURHAM
DURHAM WORKSPACE, ABBEY RD, PITY ME, DURHAM, United Kingdom
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOElliott S. Parkhouse

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 87.3% of total clients.
Top client categories% of clientsClients
1
Individuals
87.3%
523
2
HNWI
12.2%
73
3
Corporations
0.5%
3

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$301Mas of June 25, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$301M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$301M
Total Accounts599
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee35:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.