{
  "crd_number": 290727,
  "slug": "greenway-wealth-advisors-llc-charlotte-nc-290727",
  "primary_business_name": "GREENWAY WEALTH ADVISORS, LLC",
  "legal_name": "GREENWAY WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Charlotte",
  "state": "NC",
  "country": "United States",
  "cbsa_code": "16740",
  "metro": {
    "cbsa_code": "16740",
    "common_name": "Charlotte",
    "msa_name": "Charlotte-Concord-Gastonia, NC-SC",
    "path": "/advisors/nc/charlotte"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-05-11",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-06-03",
  "carried_forward": false,
  "raum_total": 184545281.0,
  "raum_discretionary": 182374922.0,
  "raum_non_discretionary": 2170359.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 2263688.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 70660824.0,
      "count": 124
    },
    "pension_profit_sharing": {
      "raum": 10025666.0,
      "count": 7
    },
    "high_net_worth_individuals": {
      "raum": 101595103.0,
      "count": 46
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "NC",
    "TX"
  ],
  "websites": [
    "https://facebook.com/greenwaywealth",
    "https://greenwaywealth.com",
    "https://linkedin.com/company/greenwaywealth",
    "https://twitter.com/greenwaywealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/290727",
  "city_as_filed": "CHARLOTTE",
  "url": "https://advisorcensus.com/firm/greenway-wealth-advisors-llc-charlotte-nc-290727",
  "display_name": "Greenway Wealth Advisors, LLC",
  "summary": "Greenway Wealth Advisors, LLC is an SEC-registered investment advisory firm in Charlotte, NC, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 3, 2026.",
  "citation": "AdvisorCensus. Greenway Wealth Advisors, LLC (CRD 290727): 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",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Greenway Wealth Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Greenway Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Greenway Wealth Advisors, LLC located?",
      "a": "Greenway Wealth Advisors, LLC's principal office is in Charlotte, NC, according to its Form ADV."
    },
    {
      "q": "Is Greenway Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "Greenway Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 290727."
    },
    {
      "q": "How much does Greenway Wealth Advisors, LLC manage?",
      "a": "Greenway Wealth Advisors, LLC reports $184,545,281 in regulatory assets under management in its Form ADV filing dated June 3, 2026 (99% discretionary)."
    },
    {
      "q": "How have Greenway Wealth Advisors, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Greenway Wealth Advisors, LLC: Regulatory assets under management: $100,129,107 in the October 2023 data and $184,545,281 in the October 2026 data, up 84%. Total employees: 3 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Greenway Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (124); high net worth individuals (46); pension and profit sharing plans (but not the plan participants or government pension plans) (7)."
    },
    {
      "q": "Which custodians does Greenway Wealth Advisors, LLC use?",
      "a": "Greenway Wealth Advisors, 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 Greenway Wealth Advisors, 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/290727"
    },
    {
      "q": "What changed in Greenway Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Registered or notice-filed in CA."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 100129107.0,
      "total_employees": 3,
      "filing_date": "2023-05-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 111476705.0,
      "total_employees": 5,
      "filing_date": "2024-02-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 139812314.0,
      "total_employees": 4,
      "filing_date": "2025-01-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 184545281.0,
      "total_employees": 4,
      "filing_date": "2026-06-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Registered or notice-filed in CA."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $139,812,314 to $184,545,281 (+32%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "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/greenway-wealth-advisors-llc-charlotte-nc-290727.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 124,
      "fewer_than_5": false,
      "raum": 70660824.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 46,
      "fewer_than_5": false,
      "raum": 101595103.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 7,
      "fewer_than_5": false,
      "raum": 10025666.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2263688.0
    }
  ],
  "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/290727",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}