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Headway Wealth Ltd

CRD 342947SEC# 801-136831Durham
Export (members)
No longer SEC-registered. Headway Wealth Ltd appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$301M
Employees
17
Accounts
599
Location
Durham

Headway Wealth Ltd assets under management

Headway Wealth Ltd is a registered investment adviser overseen by the SEC based in Durham. It reports $301 million in regulatory assets under management and employs 17 people.

Headway Wealth Ltd owners & executives

2 reported
NameTitleOwnershipSince
Elliott Sebastian Parkhouse ControlManaging Partner, Director And Chief Compliance Officer25-50%2026
Hamzah Nmn Shalchi ControlManaging Partner And Director50-75%2026

Frequently asked questions

How much does Headway Wealth Ltd manage?

Headway Wealth Ltd reports $301 million in regulatory assets under management on its Form ADV.

How many employees does Headway Wealth Ltd have?

Headway Wealth Ltd reports 17 employees.

Where is Headway Wealth Ltd located?

Headway Wealth Ltd is based in Durham.

Does Headway Wealth Ltd disclose fund performance?

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

Contact & registration

AddressDurham Workspace, Abbey Rd, Pity Me, Durham DH15JZ
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary
Non-discretionary$301M
Total (RAUM)$301M