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Fairway Wealth LLC

● SEC registered since 2020CRD 311031SEC# 801-119777Independence, OH
Export (members)
Reg. AUM
$2.61B
Employees
22
Accounts
293
Location
Independence, OH

Fairway Wealth LLC assets under management

Fairway Wealth LLC is a registered investment adviser overseen by the SEC based in Independence, OH. The firm has been registered since 2020. It reports $2.6 billion in regulatory assets under management and employs 22 people.

Fairway Wealth LLC owners & executives

14 reported
NameTitleOwnershipSince
Charles Joseph Avarello ControlSecretaryUnder 5%2020
Daniel Raymond Gaugler ControlCfoUnder 5%2020
Focus Operating, LLC ControlMember (manager)Over 75%2020
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Frequently asked questions

How much does Fairway Wealth LLC manage?

Fairway Wealth LLC reports $2.6 billion in regulatory assets under management on its Form ADV.

How many employees does Fairway Wealth LLC have?

Fairway Wealth LLC reports 22 employees.

Where is Fairway Wealth LLC located?

Fairway Wealth LLC is based in Independence, OH and has been SEC-registered since 2020.

Does Fairway Wealth LLC disclose fund performance?

Fairway Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6055 Rockside Woods Blvd., Suite 330, Independence, OH 44131
Phone216-573-7200
Fax216-573-7205
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.04B
Non-discretionary$1.57B
Total (RAUM)$2.61B