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Greenway Wealth Advisors, LLC

● SEC registered since 2023CRD 290727SEC# 801-127953Charlotte, NC
Export (members)
Reg. AUM
$184.5M
Employees
4
Accounts
1,086
Location
Charlotte, NC

Greenway Wealth Advisors, LLC assets under management

Greenway Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. The firm has been registered since 2023. It reports $184.5 million in regulatory assets under management and employs 4 people.
greenwaywealth.comView on SEC.gov ↗

Greenway Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Nicholas Foy ControlFounder, CcoOver 75%2017
Natalie Sylvester Foy ControlCfo, AdvisorUnder 5%2020

Frequently asked questions

How much does Greenway Wealth Advisors, LLC manage?

Greenway Wealth Advisors, LLC reports $184.5 million in regulatory assets under management on its Form ADV.

How many employees does Greenway Wealth Advisors, LLC have?

Greenway Wealth Advisors, LLC reports 4 employees.

Where is Greenway Wealth Advisors, LLC located?

Greenway Wealth Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2023.

Does Greenway Wealth Advisors, LLC disclose fund performance?

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

Contact & registration

Address1920 Abbott St., Ste. 300, Charlotte, NC 28203
Phone704-981-1228
Fax980-206-0313
Office hours8:30a.m. - 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$182.4M
Non-discretionary$2.2M
Total (RAUM)$184.5M