CONWAY PARTNERS
SEC RegisteredTailor-made wealth management
About the firm
Conway Partners Management, LLC is an SEC-registered investment advisor with a mission to provide trusted financial advisory services to long-term clients. They describe themselves as "Family Advisors" who tailor diversified investment portfolios to each client's unique needs, optimizing for long-term growth and short-term stability.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, portfolio management, retirement planning, college savings plans, tax planning, and trust and estate planning. They also offer tax planning services to clients with stock option plans, RSUs, and ESPPs.
Who they serve
Long-term clients, including those with stock option plans, RSUs, and ESPPs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 11 | $3.6M |
| High Net Worth Individuals | 70 | $139M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CONWAY PARTNERS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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