SourcingSourcing

GREENWAY WEALTH ADVISORS, LLC

C45
CRD 290727·SEC 801-127953·CHARLOTTE, NC
AUM
$184.5M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$554K
@ 30% margin
Est. Deal Value
$4.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GREENWAY WEALTH ADVISORS, LLC
CRD
290727
SEC file #
801-127953
EIN
—
DBA names
—

Economics

AUM
$184.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$139.8M → $184.5M▲ +32%
Client mix
Individuals Other124
Individuals High Net Worth46
Pension Profit Sharing Plans7
Charitable Organizations3

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
CHARLOTTE NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
greenwaywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FOY, JOHN, NICHOLAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
FOY, JOHN, NICHOLAS
FOY, NATALIE, SYLVESTER
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GREENWAYWEALTH.COM
Rdap Domain Creation Date
2017-09-18T19:13:02Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-18T19:13:02Z
Rdap Domain Last Changed
2025-09-18T19:38:07Z
Rdap Nameservers
Ns-cloud-d1.googledomains.comNs-cloud-d2.googledomains.comNs-cloud-d3.googledomains.comNs-cloud-d4.googledomains.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Top Owner CRD
5288092
Trust Company Affiliate
No

People (3)

3
FOY, JOHN, NICHOLAS
IAR · Direct Owner · 87.5%
5288092
FOY, NATALIE, SYLVESTER
IAR · Executive Officer · 2.5%
5020540
JENNIFER LEIGH HILL
IAR
6525600