Single Family OfficeRIA · CRD 168353SEC-Registered

Updated:

Greenway Financial Advisors

GREENWAY FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in BURLINGTON, MA. The firm manages approximately $107 million in regulatory assets.

Greenway Financial Advisors

GREENWAY FINANCIAL ADVISORS LLC is an SEC-registered investment adviser in BURLINGTON, MA. The firm manages approximately $107 million in regulatory assets. It has 2 employees and 2 investment advisers.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Frequently asked questions

Who are the principals of Greenway Financial Advisors?

Public records do not list any named principals or executives for Greenway Financial Advisors LLC. No individual has been publicly identified as managing the firm.

What is the wealth origin of this family office?

The source of the family wealth managed by Greenway Financial Advisors is not disclosed in any known public source. No family name or industry background is available.

Does Greenway Financial Advisors have a public investment portfolio?

No portfolio companies, securities holdings, or investment vehicles have been publicly attributed to Greenway Financial Advisors. The firm does not appear in regulatory filings or investment databases.

What is the firm's regulatory status?

Greenway Financial Advisors LLC is a domestic entity registered in the United States, but no SEC or state regulatory filings have been identified as of 2026.

Is Greenway Financial Advisors connected to other financial entities?

No known affiliations with other family offices, asset managers, foundations, or operating companies have been publicly documented.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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