LP Profile

Fairway Wealth Management

Also known as Fairway

Wealth ManagerIndependence, United StatesFounded 2002
$2.0B
Assets Under Management
Independence
Headquarters
Investment Focus

About Fairway Wealth Management

Fairway Wealth Management is a wealth management firm based in Independence, Ohio. Established in 2002, the firm serves clients with substantial wealth and develops wealth management strategies to grow wealth over time. It offers services like bill payment, day-to-day financial management, record keeping and preparation of cash flow reports, financial, investment, and estate planning.

Preferred Investment Types

Long-Term InvestmentsAsset Disposition

Preferred Sectors & Themes

Equity/Mutual FundsSuperannuation/Pension FundsEndowment FundWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningMulti-Asset InvestingInvestment ManagementDebt ManagementDiversified Finance Consulting FinanceTraditional Investments (Liquid Assets)Financial ServicesHigh-Level SectorsNon-Profit

Preferred Geographies

AfricaAmericasAsiaCanadaEuropeMiddle EastOceaniaUnited States
Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Fairway Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$3.0B
Total Clients
322
Filing Date
March 13, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Fairway Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Fairway Wealth Management?

Fairway Wealth Management is a wealth manager based in Independence, United States, managing approximately $2.0B in assets.

Where is Fairway Wealth Management headquartered?

Fairway Wealth Management is headquartered in Independence, United States.

How much does Fairway Wealth Management manage?

Fairway Wealth Management manages approximately $2.0B in assets under management.

When was Fairway Wealth Management founded?

Fairway Wealth Management was founded in 2002.

What does Fairway Wealth Management invest in?

Fairway Wealth Management focuses on Long-Term Investments, Asset Disposition, Equity/Mutual Funds, Superannuation/Pension Funds, Endowment Fund, Wealth & Estate Planning, Trust Management, Legal & Tax Services.

How can I contact Fairway Wealth Management?

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