$245.6M Total AUM
$245.6M Disc. AUM
14.8% 3Y CAGR
5 Employees
166 ADV. Clients
28 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-11-1998
- Office Locations
- 1
Office Locations
440 Monticello AVE, Suite 1620 Norfolk VA
About Wealthway Financial Advisors
Wealthway Financial Advisors is a Hampton Roads, VA RIA serving affluent couples and retirees with fiduciary, CFP-led goal-focused planning. The firm combines retirement and cash-flow/tax planning, estate and insurance guidance, and planning-driven portfolio management with ongoing monitoring, primarily using ETFs and mutual funds on Schwab custody. President Kevin J. Zywna hosts the “Dollars & Common Sense” podcast.
Team overview
-- AVG AGE
$122.8M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
11 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
KEVIN JOHN ZYWNA
Chief Compliance Officer, President
- CRD
- #2965258
- Ownership
- 75% or more
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W
William Kalil Smith
Financial Advisor
- CRD
- #7602902
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,569,000 | $444,871 |
| Non-Discretionary | $0 | -- |
| Total | $245,569,000 | $444,871 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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