# 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.

- CRD: 108824
- Filed as: WEALTHWAY FINANCIAL ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Norfolk, VA
- Filing period: October 2026
- Form ADV filing dated: February 26, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108824
- AdvisorCensus page: https://advisorcensus.com/firm/wealthway-financial-advisors-norfolk-va-108824

## Quick answers

**How 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.

**How much does Wealthway Financial Advisors charge?**
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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated February 26, 2026)

- 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

> 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)

> 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 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: $245,569,000
- Discretionary: $245,569,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $42,000,000 |
| High net worth individuals | 81 | $203,000,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $569,000 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [wealthwayadvisors.com](https://wealthwayadvisors.com)
- Facebook @WealthwayFinancialAdvisors
- LinkedIn @wealthway-financial-advisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $165,321,000 | 5 | March 5, 2021 |
| October 2022 | $205,380,000 | 5 | March 23, 2022 |
| October 2023 | $164,311,000 | 4 | March 13, 2023 |
| October 2024 | $190,348,000 | 5 | March 19, 2024 |
| October 2025 | $210,471,000 | 5 | March 6, 2025 |
| October 2026 | $245,569,000 | 5 | February 26, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $210,471,000 to $245,569,000 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthway Financial Advisors (CRD 108824): Form ADV filing data as of October 2026.