FAIRWAY WEALTH MANAGEMENT LLC

Latest filing: Dec 04, 2024 (137 days ago)

View on IAPD

Adviser Website

Adviser

AUM

$2,347,110,472

0% change vs. 1 year ago

16% change vs. 3 years ago

0% change vs. 5 years ago

0% change vs. 10 years ago

Employee Count

0% change vs. 1 year ago

25% change vs. 3 years ago

0% change vs. 5 years ago

0% change vs. 10 years ago

Main Office

INDEPENDENCE, OH

6055 ROCKSIDE WOODS BLVD., INDEPENDENCE, OH, UNITED STATES, 44131

Client AUM

Discretion	AUM
Discretionary	$0.9
Non-Discretionary	$1.4
Total	$2.3

Client	AUM
Retail	$2.3
Pooled	$0.0
Institutional	$0.0
Total	$2.3

Retail	Accounts	AUM
Individual	36	$0.0
Average Individual AUM		$284,785
HNW	234	$2.3
Average HNW AUM		$9,854,094
Retail Total	270	$2.3
Average Retail AUM		$8,578,186

ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV

SMA Custodians

Custodian	Location	AUM
CHARLES SCHWAB & CO., INC.	SAN FRANCISCO-CA-USA	$2.2

ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV

Separately Managed Assets

Breakdown	AUM
Total SMA AUM	$2.3
Retail SMA AUM	$2.3
Institutional SMA AUM	$0.0

Asset Class	%	AUM
Equity Exch	51%	$1.2
Equity Non-Exch	0%	$0.0
Govt Agency	4%	$0.1
Municipal	8%	$0.2
Sovereign	0%	$0.0
IG Credit	0%	$0.0
HY Credit	0%	$0.0
Derivatives	0%	$0.0
Investment Companies	30%	$0.7
Other Pools	0%	$0.0
Cash	7%	$0.2
Other	0%	$0.0
Total	100%	$2.3

ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV

Affiliates

Affiliates	AUM	Business Types	CRD Number
SCS CAPITAL MANAGEMENT LLC	$39.6		122258

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Control Persons

14 active

Name	Title
AVARELLO, CHARLES, JOSEPH IAPD Broker	SECRETARY
WEISKIND, MARK, STEVEN IAPD Broker	PRESIDENT AND CHIEF COMPLIANCE OFFICER
GAUGLER, DANIEL, RAYMOND IAPD Broker	CFO

ADVDB.CO • SOURCE: SEC

Representatives

14 active representatives found

Name	City	State	Exams	Designations
DANIEL GAUGLER	INDEPENDENCE	OH	S63\|1997-04-29\|S65\|1997-05-08	CERTIFIED FINANCIAL PLANNER\|PERSONAL FINANCIAL SPECIALIST
VINCENT DIGIACOMO	INDEPENDENCE	OH	S65\|2023-09-27
KRISTEN KUZMA	INDEPENDENCE	OH		CERTIFIED FINANCIAL PLANNER
CHARLES AVARELLO	INDEPENDENCE	OH	S63\|2001-12-03\|S65\|2001-12-13	CERTIFIED FINANCIAL PLANNER
MARK WEISKIND	INDEPENDENCE	OH	S63\|1998-03-06\|S65\|1998-03-20	CERTIFIED FINANCIAL PLANNER\|PERSONAL FINANCIAL SPECIALIST
DINA LEADER	INDEPENDENCE	OH		CERTIFIED FINANCIAL PLANNER
CHRISTOPHER MARTIN	INDEPENDENCE	OH		CERTIFIED FINANCIAL PLANNER
BRIAN TULLIO	INDEPENDENCE	OH		CERTIFIED FINANCIAL PLANNER
SHAWN HAPANOWICZ	INDEPENDENCE	OH	S66\|2007-06-07
ALEX CANITANO	INDEPENDENCE	OH	S65\|2023-10-03
DANIEL SHOMPER	INDEPENDENCE	OH		CERTIFIED FINANCIAL PLANNER
FRANCO DILIBERTO	INDEPENDENCE	OH		CERTIFIED FINANCIAL PLANNER
TAYLOR PAPIERNIK	INDEPENDENCE	OH	S65\|2015-08-19	CERTIFIED FINANCIAL PLANNER
MATTHEW GARROTT	INDEPENDENCE	OH	S66\|2002-07-31

ADVDB.CO • SOURCE: SEC

History

Date	AUM	AUM ∆	AUM % ∆	Empl	Empl ∆	Empl % ∆
2025-03-06	$2.3	$0.0	0%	20	0	0%
2024-04-02	$2.3	$0.0	0%	20	0	0%
2023-04-04	$1.7	$0.7	42%	17	3	18%
2022-04-01	$2.0	$0.3	16%	16	4	25%
2021-04-05	$1.8	$0.5	27%	14	6	43%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS

OH, CA-03/19/2024, CO-03/22/2022, FL-11/12/2020, IL-11/12/2020, NC-03/22/2022, NH-03/14/2023, NY-03/22/2022, OH-11/12/2020, PA-03/22/2022, SC-03/22/2022, TX-11/12/2020

ADVISER ACTIVITIES

FINANCIAL PLANNING
PORTFOLIO MANAGEMENT
PORTFOLIO MANAGEMENT (SMB)
MANAGER SELECTION

OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV