{
  "crd_number": 311031,
  "slug": "fairway-wealth-management-llc-independence-oh-311031",
  "primary_business_name": "FAIRWAY WEALTH MANAGEMENT LLC",
  "legal_name": "FAIRWAY WEALTH LLC",
  "dbas": [],
  "city": "Independence",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-11-12",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-13",
  "carried_forward": false,
  "raum_total": 2977221827.0,
  "raum_discretionary": 1302149076.0,
  "raum_non_discretionary": 1675072751.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 23,
  "advisory_employees": 9,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 28900178.0,
      "count": 53
    },
    "high_net_worth_individuals": {
      "raum": 2945891573.0,
      "count": 268
    },
    "corporations_other_businesses": {
      "raum": 2430076.0,
      "count": 1
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IL",
    "MA",
    "MI",
    "NC",
    "NE",
    "NH",
    "NY",
    "OH",
    "PA",
    "SC",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/FAIRWAYWM",
    "https://fairwaywealth.com",
    "https://focusfinancialpartners.com",
    "https://linkedin.com/COMPANY/FAIRWAY-WEALTH-MANAGEMENT",
    "https://linkedin.com/company/focus-financial-partners",
    "https://twitter.com/focusfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311031",
  "city_as_filed": "INDEPENDENCE",
  "url": "https://advisorcensus.com/firm/fairway-wealth-management-llc-independence-oh-311031",
  "display_name": "Fairway Wealth Management LLC",
  "summary": "Fairway Wealth Management LLC is an SEC-registered investment advisory firm in Independence, OH, registered since 2020, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 13, 2026.",
  "citation": "AdvisorCensus. Fairway Wealth Management LLC (CRD 311031): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Fairway Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fairway Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Fairway Wealth Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 13, 2026 states: Hourly rate: $100 to $400 an hour (a specific project). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fairway Wealth Management LLC located?",
      "a": "Fairway Wealth Management LLC's principal office is in Independence, OH, according to its Form ADV."
    },
    {
      "q": "Is Fairway Wealth Management LLC registered with the SEC or a state?",
      "a": "Fairway Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311031."
    },
    {
      "q": "How much does Fairway Wealth Management LLC manage?",
      "a": "Fairway Wealth Management LLC reports $2,977,221,827 in regulatory assets under management in its Form ADV filing dated March 13, 2026 (44% discretionary)."
    },
    {
      "q": "How have Fairway Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fairway Wealth Management LLC: Regulatory assets under management: $1,847,009,457 in the October 2021 data and $2,977,221,827 in the October 2026 data, up 61%. Total employees: 14 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fairway Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (268); individuals (other than high net worth individuals) (53); corporations or other businesses not listed above (1)."
    },
    {
      "q": "Which custodians does Fairway Wealth Management LLC use?",
      "a": "Fairway Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fairway Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311031"
    },
    {
      "q": "What changed in Fairway Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $2,606,591,687 to $2,977,221,827 (+14%). Registered or notice-filed in AZ, NE. Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 1847009457.0,
      "total_employees": 14,
      "filing_date": "2021-03-19"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2023380221.0,
      "total_employees": 16,
      "filing_date": "2022-03-22"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 1652486003.0,
      "total_employees": 17,
      "filing_date": "2023-09-29"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 2347110472.0,
      "total_employees": 20,
      "filing_date": "2024-03-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 2606591687.0,
      "total_employees": 22,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 2977221827.0,
      "total_employees": 23,
      "filing_date": "2026-03-13"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $2,606,591,687 to $2,977,221,827 (+14%).",
        "Registered or notice-filed in AZ, NE.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 13, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $100 to $400 an hour (a specific project)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $100 to $400 an hour (a specific project)"
        ],
        "quotes": [
          "Hourly fees may range from $100 to $400 per hour, based on the nature and complexity of the engagement and the associated professional of the firm who is providing the service."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": null,
          "min": 100.0,
          "max": 400.0,
          "period": "hour",
          "service": "a specific project"
        }
      ]
    },
    "quotes": [
      "Hourly fees may range from $100 to $400 per hour, based on the nature and complexity of the engagement and the associated professional of the firm who is providing the service."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fairway-wealth-management-llc-independence-oh-311031.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 53,
      "fewer_than_5": false,
      "raum": 28900178.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 268,
      "fewer_than_5": false,
      "raum": 2945891573.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": false,
      "raum": 2430076.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/311031",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}