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FAIRWAY WEALTH MANAGEMENT LLC
Legal name: FAIRWAY WEALTH LLC
CRD 311031File 801-119777
APPROVED
Retail clients
Custody
Filing as of Mar 13, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.98B
Top 25% of cohort (national)
Discretionary AUM
$1.30B
Non-discretionary $1.68B
Clients
322
322 accounts
Employees
23
Top 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 12, 2020
- Principal office
- 6055 ROCKSIDE WOODS BLVD., SUITE 330, INDEPENDENCE, OH, 44131
- Phone
- 216-573-7200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.98B
- Discretionary AUM
- $1.30B
- Non-discretionary AUM
- $1.68B
- Discretionary accounts
- 111
- Non-discretionary accounts
- 211
- Total accounts
- 322
- AUM per client
- $9.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1 | $2.4M |
| High net worth individuals | 268 | $2.95B |
| Individuals (other than high net worth individuals) | 53 | $28.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

