# TRADEway

TRADEway is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Mexia, TX, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** tradeway.com
- **LinkedIn:** https://www.linkedin.com/company/tradeway-goals

## Regulatory record

- **CRD number:** 281879
- **SEC file number:** 801-107518
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281879

## About

TRADEway was launched in 1999 by CEO Phillip Worley and is headquartered in Mexia, Texas. The firm operates a dual structure: an educational business that runs in-person and online trading workshops, and a federally registered investment advisory arm that manages client portfolios. The educational curriculum centers on technical analysis, options strategies, and equity trading — a focus that places the firm closer to practitioner-led trading communities than to conventional financial-planning shops. The advisory practice leans heavily on systematic, rules-based equity strategies derived from the firm's own teaching methodology. TRADEway does not publicly disclose its total assets under management or deployment figures, but its model funnels workshop graduates into managed accounts, making the education pipeline a distinctive client-acquisition channel. The firm targets individual retail investors and high-net-worth families seeking active stock and options exposure, with product coverage spanning listed equities, exchange-traded options, and covered-call writing. TRADEway operates from its single office in Mexia, a city roughly 80 miles south of Dallas, with no additional locations disclosed. Professional headcount is not publicly reported. The firm has periodically run live trading events and multi-day seminars — formats that serve both as marketing and as ongoing education for existing clients — though no detailed 2024–2025 event calendar has been confirmed in public filings. The firm's structural differentiator is its education-first acquisition funnel: clients often arrive through paid workshops where they learn the same strategies the advisory team executes on their behalf. This blurs the line between trading coach and money manager, creating a concentrated alignment — and a reliance on Worley's personal brand — that distinguishes TRADEway from third-party-distributed RIAs.

## Sectors

- Financial Services
- Education

## People

- Phillip W. Worley — CEO

## Questions

### How does TRADEway source clients?

TRADEway sources clients primarily through its financial-education business. The firm conducts in-person and virtual trading workshops that teach technical analysis and options strategies. Attendees are then offered the opportunity to transition into managed accounts, making the curriculum itself the dominant marketing engine rather than institutional consultant databases or wirehouse referrals.

### What investment strategies does TRADEway employ?

TRADEway's strategies are concentrated in equities and exchange-traded equity options. The approach emphasizes technical analysis and systematic, rules-based trading rather than fundamental long-only buy-and-hold. Covered-call writing and other options-income strategies feature prominently in its teaching and, by reasonable inference, in managed-account mandates, though specific portfolio allocations are not publicly disclosed.

## Related profiles

- [Traders Pro](https://altss.com/profile/traders-pro)
- [TradeWinds](https://altss.com/profile/tradewinds)

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Last updated: 2026-06-03T20:00:00.000Z

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