# Fairway Wealth Management

Fairway Wealth Management is a Multi Family Office based in Independence, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Independence, United States
- **Region:** North America
- **Address:** 6055 Rockside Woods Blvd N, Suite 200, Independence, OH 44131
- **Founded:** 2002
- **Assets under management:** $3B+
- **Website:** fairwaywealth.com
- **LinkedIn:** https://www.linkedin.com/company/fairway-wealth-management-llc

## Regulatory record

- **CRD number:** 287663
- **SEC file number:** 801-119777
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287663

## About

Fairway Wealth Management began operations in 2002 when Dan Gaugler and Mark Weiskind left Deloitte to establish an independent multi-family office. The founders built the firm around a fiduciary mandate that combines financial planning, tax optimization and investment oversight for clients located in 28 states. The firm allocates across private equity, private credit, real estate, hedge funds, commodities and fund-of-funds vehicles. It maintains leasehold offices in Independence, Ohio and London. Confirmed holdings include its role as general partner of Private Co-Investment Opportunities II, LP and oversight of a related private credit manager. Geographic exposure centers on North America with indicated reach into Europe and Asia. Client assets have been reported at varying levels including $1.92 billion and more than $2.2 billion in separate records. The firm employs wealth managers who participate in local professional networks such as the Estate Planning Council of Cleveland and the Financial Planning Association of Northeast Ohio. In 2025 Mark Weiskind appeared on the Forbes Best-In-State Wealth Advisors list. Fairway operates as a subsidiary within the Focus Financial Partners network, which itself sits under indirect ownership by Clayton, Dubilier & Rice and Stone Point Capital. This affiliation supplies scale for technology and compliance while the firm retains day-to-day investment discretion over client portfolios.

## Sectors

- Private Equity
- Private Credit
- Real Estate
- Hedge Funds

## People

- Dan Gaugler — Co-founder
- Mark Weiskind — Co-founder

## Questions

### Who runs investment decisions at Fairway Wealth Management?

Dan Gaugler and Mark Weiskind, the co-founders, established the firm's investment framework. Day-to-day portfolio construction and manager selection rest with the wealth management team.

### Does Fairway Wealth Management participate in fund commitments or only direct deals?

The firm selects third-party investment managers rather than executing direct investments. It maintains its own private equity and private credit vehicles as general partner or related manager.

### What investment stages does Fairway Wealth Management typically target?

Allocations span private equity, private credit, real estate, hedge funds and fund-of-funds structures. No specific stage preference such as venture or buyout is disclosed.

### How is Fairway Wealth Management related to Focus Financial Partners?

Focus Financial Partners serves as parent company and strategic partner since 2020. Indirect majority ownership flows through Clayton, Dubilier & Rice and Stone Point Capital.

### What is Fairway Wealth Management's known posture on co-investments alongside external GPs?

The firm offers clients access to co-investment opportunities through its managed vehicles such as Private Co-Investment Opportunities II, LP.

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- [Highland Council Pension Fund](https://altss.com/profile/highland-council-pension-fund)
- [Foresite Capital](https://altss.com/profile/foresite-capital)

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Last updated: 2026-07-08T20:58:31.558Z

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