{"url":"https://nivawealth.com/firms/wealthway-financial-advisors-108824","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/108824","regulatoryAum":245569000,"crd":"108824","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7602902","suffix":null,"lastName":"Smith","firstName":"William","middleName":"Kalil"},{"crd":"2965258","suffix":null,"lastName":"ZYWNA","firstName":"KEVIN","middleName":"JOHN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-03-05","regulatoryAum":165321000,"clients":186,"employees":5,"offices":1},{"filedOn":"2022-03-23","regulatoryAum":205380000,"clients":178,"employees":5,"offices":1},{"filedOn":"2023-03-13","regulatoryAum":164311000,"clients":173,"employees":4,"offices":1},{"filedOn":"2024-03-19","regulatoryAum":190348000,"clients":172,"employees":5,"offices":1},{"filedOn":"2025-03-06","regulatoryAum":210471000,"clients":169,"employees":5,"offices":1},{"filedOn":"2026-02-26","regulatoryAum":245569000,"clients":166,"employees":5,"offices":1}],"secFileNumber":"801-113051","legalName":"Wealthway Financial Advisors","displayName":"Wealthway Financial Advisors","slug":"wealthway-financial-advisors-108824","website":"https://wealthwayadvisors.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/108824/a6025f192b87d916-r1.webp","tone":"dark","width":612,"height":200,"sourceUrl":"https://wealthwayadvisors.com/","sourceLabel":"Wealthway Financial Advisors, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/wealthway-financial-advisors/","founded":"1995","organization":"Virginia corporation","fiscalYearEnd":"December","headquarters":{"street":"440 Monticello Ave, Suite 1620","city":"Norfolk","state":"VA","stateName":"Virginia","country":"United States","postalCode":"23510"},"tradeNames":[],"registration":{"secApproved":"8 May 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Services","feeBasis":"marginal","fee_tiers":[{"to":500000,"pct":1.5,"from":0},{"to":1000000,"pct":1.25,"from":500000},{"to":null,"pct":1,"from":1000000}],"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012209","versionId":1012209,"ratePeriod":"annual","fee_billing":"advance","submittedOn":"2026-02-26","documentName":"FORM ADV PART 2A","fee_rate_low":1,"fee_rate_high":1.5,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":"quarterly","fee_minimum_annual":5000}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T12:01:21.780809+00:00","documents":[{"name":"FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012209","versionId":1012209,"submittedOn":"2026-02-26"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":164311000}],"custodyNote":"Wealthway Financial Advisors does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Kevin Zywna","title":"President/CCO","crd":"2965258"}],"ownership":[{"label":"Kevin Zywna","detail":"President/cco in the 75% or more ownership band and a control person, since January 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Virginia","offices":1,"addresses":[{"street":"440 Monticello Ave, Suite 1620","city":"Norfolk","headquarters":true}]}],"brochureServices":["estate planning","insurance","tax planning"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"757-456-2200","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)","Publication of periodicals or newsletters","Other"],"financialPlanningClients":"101-250","assetMix":[{"label":"Exchange-traded equity securities","percent":4},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":93},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"26 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108824/PDF/108824.pdf","brochureDate":"26 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1012209","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Wealthway Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Wealthway Financial Advisors offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Wealthway Financial Advisors charge?","answer":"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.","source":"FORM ADV PART 2A, filed 26 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Wealthway Financial Advisors use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Wealthway Financial Advisors have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Wealthway Financial Advisors invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Wealthway Financial Advisors?","answer":"Wealthway Financial Advisors’ direct owner is Kevin Zywna (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Wealthway Financial Advisors get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Wealthway Financial Advisors?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 26 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}