← Tributary

LEE-WAY FINANCIAL SERVICES, INC

HATTIESBURG, MS · CRD 113983 · IAPD ↗ · leewayfinancial.com · 9179524262

$132.1MRegulatory AUM
1Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — LEE-WAY FINANCIAL SERVICES, INC (HATTIESBURG, MS) is newly SEC-registered with $132.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.