GREENWAY WEALTH ADVISORS, LLC
SEC RegisteredWe help you go from high income to financial independence.
About the firm
Greenway is a modern wealth management firm serving Charlotte's high-impact professionals and active retirees. They replace the fragmented advisory model with a single, dedicated wealth team, acting as a Personal CFO to manage portfolios, coordinate tax preparation, review insurance policies, and assist in designing estate plans—all for one transparent fee.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment consolidation and optimization, tax integration and CPA coordination, estate plan design and funding, cash flow and compensation design, corporate benefits optimization, and an interactive wealth portal (Greenway 360) with real-time net worth tracking, cash flow modeling, scenario testing, and a secure document vault.
Who they serve
Charlotte's high-impact professionals and active retirees, specifically high-earning families with strong cash flow but limited time.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 124 | $71M |
| High Net Worth Individuals | 46 | $102M |
| Charitable Organizations | 7 | $10M |
| State/Municipal Entities | 3 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,500,000 | 1.00% |
| $1,500,001 - $5,000,000 | 0.75% |
| $5,000,001 - $10,000,000 | 0.40% |
| $10,000,001 and Above | 0.25% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. GREENWAY WEALTH ADVISORS, LLC 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.