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GREENWAY WEALTH ADVISORS, LLC

CHARLOTTE, NC · CRD 290727 · IAPD ↗ · greenwaywealth.com · 704-981-1228

$184.5MRegulatory AUM
4Advisory reps
4Employees
1Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2026 — GREENWAY WEALTH ADVISORS, LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2026 — GREENWAY WEALTH ADVISORS, LLC reported RAUM up 32% ($139.8M -> $184.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
February 2025 — GREENWAY WEALTH ADVISORS, LLC reported RAUM up 25% ($111.5M -> $139.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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