# Make Way Wealth Management

> Make Way Wealth Management is a state-registered investment advisory firm in Sioux Falls, SD, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 301995
- Filed as: MAKE WAY WEALTH MANAGEMENT
- Legal name: Make Way LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sioux Falls, SD
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/301995
- AdvisorCensus page: https://advisorcensus.com/firm/make-way-wealth-management-sioux-falls-sd-301995

## Quick answers

**How is Make Way Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Make Way Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Make Way Wealth Management located?**
Make Way Wealth Management's principal office is in Sioux Falls, SD, according to its Form ADV.

**Is Make Way Wealth Management registered with the SEC or a state?**
Make Way Wealth Management is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 301995.

**How much does Make Way Wealth Management manage?**
Make Way Wealth Management reports $80,500,000 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (93% discretionary).

**What types of clients does Make Way Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (21).

**Does Make Way Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/301995

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $80,500,000
- Discretionary: $74,865,000
- Non-discretionary: $5,635,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $24,069,500 |
| High net worth individuals | 21 | $52,844,000 |
| Charitable organizations | Fewer than 5 | $335,500 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,251,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, MN, ND, SD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- makewaywealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Make Way Wealth Management (CRD 301995): Form ADV filing data as of October 2026.