Wealthway Financial Advisors
● SEC registered since 2018CRD 108824SEC# 801-113051Norfolk, VA
Reg. AUM
$245.6M
Employees
5
Accounts
552
Location
Norfolk, VA
Wealthway Financial Advisors assets under management
Wealthway Financial Advisors is an SEC-registered investment adviser based in Norfolk, VA. The firm has been registered since 2018. It reports $245.6 million in regulatory assets under management and employs 5 people.
Wealthway Financial Advisors owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin John Zywna Control | President/Cco | Over 75% | 2016 |
Frequently asked questions
How much does Wealthway Financial Advisors manage?
Wealthway Financial Advisors reports $245.6 million in regulatory assets under management on its Form ADV.
How many employees does Wealthway Financial Advisors have?
Wealthway Financial Advisors reports 5 employees.
Where is Wealthway Financial Advisors located?
Wealthway Financial Advisors is based in Norfolk, VA and has been SEC-registered since 2018.
Does Wealthway Financial Advisors disclose fund performance?
Wealthway Financial Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 440 Monticello Ave, Suite 1620, Norfolk, VA 23510 |
| Phone | 757-456-2200 |
| Fax | 757-456-9854 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$245.6M▲ 17%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$245.6Mregulatory AUM
Discretionary $245.6M