# Fairway Wealth Management LLC

> 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.

- CRD: 311031
- Filed as: FAIRWAY WEALTH MANAGEMENT LLC
- Legal name: Fairway Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Independence, OH
- Filing period: October 2026
- Form ADV filing dated: March 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311031
- AdvisorCensus page: https://advisorcensus.com/firm/fairway-wealth-management-llc-independence-oh-311031

## Quick answers

**How is Fairway Wealth Management LLC compensated?**
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).

**How much does Fairway Wealth Management LLC charge?**
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.

**Where is Fairway Wealth Management LLC located?**
Fairway Wealth Management LLC's principal office is in Independence, OH, according to its Form ADV.

**Is Fairway Wealth Management LLC registered with the SEC or a state?**
Fairway Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 311031.

**How much does Fairway Wealth Management LLC manage?**
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).

**How have Fairway Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Fairway Wealth Management LLC serve?**
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).

**Which custodians does Fairway Wealth Management LLC use?**
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.

**Does Fairway Wealth Management LLC report any disciplinary disclosures?**
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

**What changed in Fairway Wealth Management LLC's recent Form ADV filings?**
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).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Hourly rate: $100 to $400 an hour (a specific project)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $2,977,221,827
- Discretionary: $1,302,149,076
- Non-discretionary: $1,675,072,751

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 53 | $28,900,178 |
| High net worth individuals | 268 | $2,945,891,573 |
| Corporations or other businesses not listed above | 1 | $2,430,076 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2020 (5 years)
- Employees: 23 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, IL, MA, MI, NC, NE, NH, NY, OH, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fairwaywealth.com](https://fairwaywealth.com)
- [focusfinancialpartners.com](https://focusfinancialpartners.com)
- Facebook @FAIRWAYWM
- LinkedIn @FAIRWAY-WEALTH-MANAGEMENT
- LinkedIn @focus-financial-partners
- X @focusfinancial

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,847,009,457 | 14 | March 19, 2021 |
| October 2022 | $2,023,380,221 | 16 | March 22, 2022 |
| October 2023 | $1,652,486,003 | 17 | September 29, 2023 |
| October 2024 | $2,347,110,472 | 20 | March 19, 2024 |
| October 2025 | $2,606,591,687 | 22 | March 25, 2025 |
| October 2026 | $2,977,221,827 | 23 | March 13, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fairway Wealth Management LLC (CRD 311031): Form ADV filing data as of October 2026.