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FENWAY FINANCIAL ADVISORS, LLC

ARLINGTON, VA · CRD 139775 · IAPD ↗ · 617-704-7805

$247.7MRegulatory AUM
2Advisory reps
2Employees
4Clients
51-100Planning clients
0Private funds
5States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
June 2026 — FENWAY FINANCIAL ADVISORS, LLC (ARLINGTON, VA) left the SEC roster (was $247.7M RAUM, 2 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
February 2025 — FENWAY FINANCIAL ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
February 2025 — FENWAY FINANCIAL ADVISORS, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
February 2025 — FENWAY FINANCIAL ADVISORS, LLC reported RAUM up 28% ($184.9M -> $236.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
March 2024 — FENWAY FINANCIAL ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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