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Multi-Family OfficeRIA · CRD 301995

Updated:

MAKE WAY WEALTH MANAGEMENT

MAKE WAY WEALTH MANAGEMENT is a state-registered investment adviser in Sioux Falls, SD. The firm manages $81 million in assets, $75 million on a discretionary...

MAKE WAY WEALTH MANAGEMENT

MAKE WAY WEALTH MANAGEMENT is a state-registered investment adviser in Sioux Falls, SD. The firm manages $81 million in assets, $75 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

Multi Family Office

Frequently asked questions

Who makes investment decisions at MAKE WAY WEALTH MANAGEMENT?

The firm does not publicly name its principals or investment committee. This is common among family offices that prioritize privacy. Without public disclosure, the specific decision-makers are unknown.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

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