Greenway Wealth Advisors, LLC
● SEC registered since 2023CRD 290727SEC# 801-127953Charlotte, NC
Reg. AUM
$184.5M
Employees
4
Accounts
1,086
Location
Charlotte, NC
Greenway Wealth Advisors, LLC assets under management
Greenway Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Charlotte, NC. The firm has been registered since 2023. It reports $184.5 million in regulatory assets under management and employs 4 people.
Greenway Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Nicholas Foy Control | Founder, Cco | Over 75% | 2017 |
| Natalie Sylvester Foy Control | Cfo, Advisor | Under 5% | 2020 |
Frequently asked questions
How much does Greenway Wealth Advisors, LLC manage?
Greenway Wealth Advisors, LLC reports $184.5 million in regulatory assets under management on its Form ADV.
How many employees does Greenway Wealth Advisors, LLC have?
Greenway Wealth Advisors, LLC reports 4 employees.
Where is Greenway Wealth Advisors, LLC located?
Greenway Wealth Advisors, LLC is based in Charlotte, NC and has been SEC-registered since 2023.
Does Greenway Wealth Advisors, LLC disclose fund performance?
Greenway Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1920 Abbott St., Ste. 300, Charlotte, NC 28203 |
| Phone | 704-981-1228 |
| Fax | 980-206-0313 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$184.5M▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$184.5Mregulatory AUM
Discretionary $182.4MNon-discretionary $2.2M