# Way Street Financial, LLC

> Way Street Financial, LLC is a state-registered investment advisory firm in Brunswick, OH, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 22, 2026.

- CRD: 329451
- Filed as: WAY STREET FINANCIAL, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brunswick, OH
- Filing period: October 2026
- Form ADV filing dated: April 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329451
- AdvisorCensus page: https://advisorcensus.com/firm/way-street-financial-llc-brunswick-oh-329451

## Quick answers

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

**Where is Way Street Financial, LLC located?**
Way Street Financial, LLC's principal office is in Brunswick, OH, according to its Form ADV.

**Is Way Street Financial, LLC registered with the SEC or a state?**
Way Street Financial, LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329451.

**How much does Way Street Financial, LLC manage?**
Way Street Financial, LLC reports $33,734,584 in regulatory assets under management in its Form ADV filing dated April 22, 2026 (100% discretionary).

**What types of clients does Way Street Financial, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (19).

**Does Way Street Financial, LLC 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/329451

## 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: $33,734,584
- Discretionary: $33,734,584
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $11,540,179 |
| High net worth individuals | 19 | $22,194,405 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, FL, LA, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- Facebook facebook.com
- Instagram @up.up.and_a.way
- Instagram @waystreetfinancial
- LinkedIn @waystreetfinancial
- LinkedIn @angel-way
- LinkedIn @timvarrelmann

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Way Street Financial, LLC (CRD 329451): Form ADV filing data as of October 2026.