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Fairway Wealth LLC

● SEC registered since 2020CRD 311031SEC# 801-119777Independence, OH
Export (members)
Reg. AUM
$2.98B
Employees
23
Accounts
322
Location
Independence, OH

Fairway Wealth LLC assets under management

Fairway Wealth LLC is a registered investment adviser overseen by the SEC based in Independence, OH. The firm has been registered since 2020. It reports $3 billion in regulatory assets under management and employs 23 people.

Fairway Wealth LLC owners & executives

15 reported
NameTitleOwnershipSince
Brian Michael Tullio ControlCcoUnder 5%2026
Charles Joseph Avarello ControlCfoUnder 5%2020
Christopher Thomas Martin ControlSecretaryUnder 5%2026
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Frequently asked questions

How much does Fairway Wealth LLC manage?

Fairway Wealth LLC reports $3 billion in regulatory assets under management on its Form ADV.

How many employees does Fairway Wealth LLC have?

Fairway Wealth LLC reports 23 employees.

Where is Fairway Wealth LLC located?

Fairway Wealth LLC is based in Independence, OH and has been SEC-registered since 2020.

Does Fairway Wealth LLC disclose fund performance?

Fairway Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6055 Rockside Woods Blvd., Suite 330, Independence, OH 44131
Phone216-573-7200
Fax216-573-7205
Office hours8:30 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.98B▲ 14%
Mar '25 — $2.61BApr '25 — $2.61BMay '25 — $2.61BJun '25 — $2.61BJul '25 — $2.61BAug '25 — $2.61BSep '25 — $2.61BOct '25 — $2.61BNov '25 — $2.61BDec '25 — $2.61BJan '26 — $2.61BFeb '26 — $2.61BMar '26 — $2.98BApr '26 — $2.98BMay '26 — $2.98BJun '26 — $2.98B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers

Assets under management

$2.98Bregulatory AUM
Discretionary $1.3BNon-discretionary $1.68B