Wealthway Financial Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, estate planning, insurance, and tax planning. Financial planning was provided to 101–250 clients last fiscal year.
Wealthway Financial Advisors reports 166 clients. They include 85 individual clients and 81 high-net-worth individuals. Of its assets, 100.0% ($246M across 552 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 51% | 17% |
| High-net-worth individuals | 49% | 83% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 85 | $42M | 17.1% | $494K |
| High-net-worth individuals | 81 | $203M | 82.7% | $2.51M |
| Corporations and other businesses | Fewer than 5 | $569K | 0.2% | — |
| Total | 166 | $246M | 100% | — |
- Clients
- 85
- Regulatory AUM
- $42M
- AUM share
- 17.1%
- Avg. per client
- $494K
- Clients
- 81
- Regulatory AUM
- $203M
- AUM share
- 82.7%
- Avg. per client
- $2.51M
- Clients
- Fewer than 5
- Regulatory AUM
- $569K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 166
- Regulatory AUM
- $246M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
Wealthway Financial Advisors charges 1.00%–1.50% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.50% |
| $500K–$1M | 1.25% |
| $1M and above | 1.00% |
Fee details and sources
Kevin Zywna owns 75% or more of Wealthway Financial Advisors. The leadership team of Wealthway Financial Advisors includes President Kevin Zywna. It has 5 employees, 2 of them in advisory roles.
Leadership
Kevin ZywnaPresident/CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Wealthway Financial Advisors
Kevin Zywna
Control person · since January 2016
Wealthway Financial Advisors’ regulatory assets grew from $165M (March 2021) to $246M (February 2026); clients fell from 186 to 166 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $246M | 166 | 5 | 1 |
| March 2025 | $210M | 169 | 5 | 1 |
| March 2024 | $190M | 172 | 5 | 1 |
| March 2023 | $164M | 173 | 4 | 1 |
| March 2022 | $205M | 178 | 5 | 1 |
| March 2021 | $165M | 186 | 5 | 1 |
Besides its headquarters, Wealthway Financial Advisors has 0 offices, with 1 listed address in Virginia.
Virginia · 1 listed address
- 440 Monticello Ave, Suite 1620, NorfolkHQ
Contact and registration details
- Legal name
- Wealthway Financial Advisors
- Headquarters
- 440 Monticello Ave, Suite 1620, Norfolk, VA 23510
- Website
- wealthwayadvisors.com
- Phone
- 757-456-2200
- @wealthway-financial-advisors
- SEC file
- 801-113051
- Founded
- 1995
- Structure
- Virginia corporation
- Fiscal year end
- December
Wealthway Financial Advisors uses Charles Schwab ($164M) as custodian for its separately managed accounts. Wealthway Financial Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $164M100%
At year end, Wealthway Financial Advisors’ separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks4%
- Funds93%
- Bonds1%
- Cash2%
How many clients does Wealthway Financial Advisors have?
Wealthway Financial Advisors has 166 clients and manages $246 million for them, as of February 2026. They include 85 individual clients and 81 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 26 February 2026
What services does Wealthway Financial Advisors offer?
Wealthway Financial Advisors provides financial planning, portfolio management for individuals and small businesses, selecting other managers, publishing newsletters, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Wealthway Financial Advisors charge?
Wealthway Financial Advisors charges 1.00%–1.50% a year for its Investment Supervisory Services. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable and has a $5,000 annual minimum.
Which custodians does Wealthway Financial Advisors use?
Wealthway Financial Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $164M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 February 2026
How many financial advisors does Wealthway Financial Advisors have?
Wealthway Financial Advisors has 2 investment adviser representatives registered with state securities authorities, out of 5 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealthway Financial Advisors invest in?
At the end of its last fiscal year, Wealthway Financial Advisors’ separately managed accounts held 93% registered funds (mutual funds, ETFs, BDCs), 4% exchange-traded equities, 2% cash and equivalents and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealthway Financial Advisors?
Wealthway Financial Advisors’ direct owner is Kevin Zywna (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 26 February 2026
How does Wealthway Financial Advisors get paid?
Wealthway Financial Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealthway Financial Advisors?
Wealthway Financial Advisors’ main office is at 440 Monticello Ave, Suite 1620, Norfolk, VA 23510. Its phone number is 757-456-2200. Its website is wealthwayadvisors.com.