Fairway Wealth Management
Finance · Ohio, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
6055 Rockside Woods Blvd N Ste 330, Inde...Phone Number
(216) 573-7200Website
www.fairwaywealth.comRevenue
$5.1 MillionIndustry
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
2
1
2
About Fairway Wealth Management
Fairway Wealth is a multi-family office and personal CFO service that provides leadership, coordination, and results for affluent families, business owners, corporate executives, professionals, and retirees. With over 20 years of experience, they manage more than $3 billion in investments for approximately 300 families across the United States, focusing on comprehensive wealth management strategies. Their services include investment strategy, tax planning, cash flow management, risk management, and next-generation financial education, all while upholding a fiduciary standard. Fairway Wealth aims to simplify financial complexities and help clients achieve their financial goals and legacies.Explore more
Fairway Wealth Management Org Chart
Get the full picture
Sign in to uncover key details.
Show More
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Fairway Wealth Management your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Product Launch: Get notified when Fairway Wealth Management launches new products
Check if Fairway Wealth Management has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at Fairway Wealth Management
Funding: Get notified immidiatlly once Fairway Wealth Management has new funding data
Fairway Wealth Management, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Fairway Wealth Management is spiking on competitors!
Click to see if Fairway Wealth Management had a recent Job posting/layoffs
Earning: See what the market has to say on Fairway Wealth Management recently announced quarterly report
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Recommended Actions
Find VP level buyers at Fairway Wealth Management
Find 3 more new buyers
Compare Similar Companies to Fairway Wealth Management
Compare insights from companies similar to Fairway Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Fairway Wealth Management
$5.1M
11-50
Private
-
2002
Daniel GauglerChief Financial Officer, We Serve As Personal For Over 250 Families With Nearly 2 Billion Invested
Company Profile Activity
Activity Insights
Fairway Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Fairway Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fairway Wealth Management.
Fairway Wealth Management Tech Stack
A closer look at the technologies used by Fairway Wealth Management
Fairway Wealth Management News & Media
Fairway Wealth Management Named to Forbes 2025 Top RIA Firms List
Independence, Ohio, Oct. 07, 2025 (GLOBE NEWSWIRE) -- Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it is ranked No. 135 on the 2025 Forbes Top RIA Firms list, up from its 2024 ranking of No. 148. This is the firm’s third consecutive year on this list.Fairway Wealth Management Named to Forbes 2024 Top RIA Firms List
INDEPENDENCE, Ohio, Oct. 10, 2024 (GLOBE NEWSWIRE) -- Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it is ranked No. 148 on the 2024 Forbes Top RIA Firms list. This is the firm’s second consecutive year on this list.Fairway Wealth Management Ranked No. 30 on 2024 Financial Advisor Top 50 Fastest-Growing Firms List
INDEPENDENCE, Ohio, July 25, 2024 (GLOBE NEWSWIRE) -- Fairway Wealth Management, an independent, fee-only fiduciary advisory firm, is pleased to announce it has been named No. 30 on Financial Advisor’s 2024 Top 50 Fastest-Growing Firms list. This is the firm’s first-ever appearance on this list.
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Fairway Wealth Management
Sign Up For FreeTo access detailed company insights
Fairway Wealth is a multi-family office and personal CFO service that provides leadership, coordination, and results for affluent families, business owners, corporate executives, professionals, and retirees. With over 20 years of experience, they manage more than $3 billion in investments for approximately 300 families across the United States, foc... Read More
