This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-12-2020
- Office Locations
- 1
Office Locations
About Fairway Wealth Management LLC
Fairway Wealth Management is an independent, SEC-registered RIA that acts as a “personal CFO” for families, integrating wealth management with family-office support. The firm coordinates across tax, legal, insurance, and investment decisions as a central point of contact, helps trustees with investment expertise, and provides next-generation guidance so heirs are prepared to make sound financial choices. Custody includes Schwab and Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHARLES JOSEPH AVARELLO
Chief Financial Officer
- CRD
- #4525996
- Ownership
- Less than 5%
CHRISTOPHER THOMAS MARTIN
Partner, Secretary
- CRD
- #6887526
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
Alex Canitano
Associate
- CRD
- #7810339
Vincent Angelo DiGiacomo
Associate
- CRD
- #7678016
Showing 2 of 15 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,302,149,076 | $11,731,073 |
| Non-Discretionary | $1,675,072,751 | $7,938,733 |
| Total | $2,977,221,827 | $9,246,031 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing