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Wealthway Financial Advisors

● SEC registered since 2018CRD 108824SEC# 801-113051Norfolk, VA
Export (members)
Reg. AUM
$210.5M
Employees
5
Accounts
561
Location
Norfolk, VA

Wealthway Financial Advisors assets under management

Wealthway Financial Advisors is an SEC-registered investment adviser based in Norfolk, VA. The firm has been registered since 2018. It reports $210.5 million in regulatory assets under management and employs 5 people.
www.wealthwayadvisors.comView on SEC.gov ↗

Wealthway Financial Advisors owners & executives

1 reported
NameTitleOwnershipSince
Kevin John Zywna ControlPresident/CcoOver 75%2016

Frequently asked questions

How much does Wealthway Financial Advisors manage?

Wealthway Financial Advisors reports $210.5 million in regulatory assets under management on its Form ADV.

How many employees does Wealthway Financial Advisors have?

Wealthway Financial Advisors reports 5 employees.

Where is Wealthway Financial Advisors located?

Wealthway Financial Advisors is based in Norfolk, VA and has been SEC-registered since 2018.

Does Wealthway Financial Advisors disclose fund performance?

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

Contact & registration

Address440 Monticello Ave, Suite 1620, Norfolk, VA 23510
Phone757-456-2200
Fax757-456-9854
Office hours9:00a.m. - 5:00p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$210.5M
Non-discretionary$0
Total (RAUM)$210.5M