Wealth Manager
    Manages Private Funds

    Make Way Wealth Management

    Registered investment advisor · Sioux Falls, South Dakota · CRD #301995

    Assets Under Management
    $81M
    Client Accounts
    331
    Employees
    2
    CRD Number
    301995
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Make Way Wealth Management

    Make Way Wealth Management is a registered investment advisory firm headquartered in Sioux Falls, South Dakota, managing approximately $81M in regulatory assets across 331 client accounts. The firm's full regulatory record is filed with the SEC under CRD #301995.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Make Way Wealth Management

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    Frequently Asked Questions

    What is Make Way Wealth Management's AUM?

    Make Way Wealth Management reports approximately $81M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Make Way Wealth Management headquartered?

    Make Way Wealth Management is headquartered in Sioux Falls, South Dakota.

    What is Make Way Wealth Management's CRD number?

    Make Way Wealth Management's CRD number is 301995. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Make Way Wealth Management manage?

    Make Way Wealth Management manages approximately 331 client accounts according to its latest SEC filing.

    Is Make Way Wealth Management SEC registered?

    Make Way Wealth Management is registered as a STATE investment adviser.

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