AdvisorCensus / Financial advisors / Virginia / Virginia Beach / Wealthway Financial Advisors
Wealthway Financial Advisors is an SEC-registered investment advisory firm in Norfolk, VA, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 26, 2026.
Quick answers
From the filingHow is Wealthway Financial Advisors compensated?
On its Form ADV (Item 5.E, October 2026), Wealthway Financial Advisors reports these compensation arrangements: a percentage of assets under its management.
What does Wealthway Financial Advisors' brochure say about its fees?
Its Form ADV Part 2A brochure dated February 26, 2026 states: Up to $500,000: 1.5% a year; $500,000 to $1,000,000: 1.25% a year; Above $1,000,000: 1% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Wealthway Financial Advisors located?
Wealthway Financial Advisors' principal office is in Norfolk, VA, according to its Form ADV.
Is Wealthway Financial Advisors registered with the SEC or a state?
Wealthway Financial Advisors is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 108824.
How much does Wealthway Financial Advisors manage?
Wealthway Financial Advisors reports $245,569,000 in regulatory assets under management in its Form ADV filing dated February 26, 2026 (100% discretionary).
How have Wealthway Financial Advisors' assets and staff changed since 2021?
In the Form ADV data for Wealthway Financial Advisors: Regulatory assets under management: $165,321,000 in the October 2021 data and $245,569,000 in the October 2026 data, up 49%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Wealthway Financial Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (81).
Which custodians does Wealthway Financial Advisors use?
Wealthway Financial Advisors' 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 Wealthway Financial Advisors 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/108824
Does Wealthway Financial Advisors state an account minimum?
Its Form ADV Part 2A brochure dated February 26, 2026 says: "In general, the minimum account relationship is $500,000. A client’s accounts will be aggregated for purposes of reaching the minimum and determining any fee breaks." "Wealthway reserves the right to make exceptions to the account minimum."
What changed in Wealthway Financial Advisors' recent Form ADV filings?
In the March 2026 filing data: Regulatory assets under management went from $210,471,000 to $245,569,000 (+17%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $500,000 | 1.5% |
| $500,000 to $1,000,000 | 1.25% |
| Above $1,000,000 | 1% |
The brochure's wording
Assets Under Management Annual Fee % Quarterly Fee First $500,000 1.50% 0.375% Next $500,000 1.25% 0.3125% Above $1 million 1.00% 0.25%
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
In general, the minimum account relationship is $500,000. A client’s accounts will be aggregated for purposes of reaching the minimum and determining any fee breaks.
Wealthway reserves the right to make exceptions to the account minimum.
As stated in the firm's Form ADV Part 2A brochure dated February 26, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$245,569,000 as of October 2026, filing dated February 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 5. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $245,569,000 | 5 | February 26, 2026 |
| October 2025 | $210,471,000 | 5 | March 6, 2025 |
| October 2024 | $190,348,000 | 5 | March 19, 2024 |
| October 2023 | $164,311,000 | 4 | March 13, 2023 |
| October 2022 | $205,380,000 | 5 | March 23, 2022 |
| October 2021 | $165,321,000 | 5 | March 5, 2021 |
Regulatory assets under management: $165,321,000 in the October 2021 data and $245,569,000 in the October 2026 data, up 49%.
Total employees: 5 in October 2021 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Regulatory assets under management went from $210,471,000 to $245,569,000 (+17%).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Wealthway Financial Advisors (CRD 108824): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/wealthway-financial-advisors-norfolk-va-108824