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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: FAIRWAY WEALTH MANAGEMENT LLCCRD Number: 311031OtherThanAnnual Amendment
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Obtain the necessary forms and documents from Fairway Wealth Management LLC.
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Read through the forms and instructions carefully to understand the information required and any specific guidelines.
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Start by filling out the basic information section, including your name, contact details, and any other requested personal information.
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Provide relevant financial information, such as your income, assets, and liabilities.
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Pay attention to any additional sections or documents required, such as identification proof or investment preferences.
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Sign and date the form where indicated.
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Submit the filled-out forms and any accompanying documents to Fairway Wealth Management LLC, following their specified submission process.
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Individuals or families who have significant assets and require professional wealth management services.
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Fairway Wealth Management LLC is a financial services firm that provides investment advice, wealth management, and financial planning services to individuals and businesses.
Individuals or entities that have established Fairway Wealth Management LLC for the purpose of managing assets and financial services are required to file it.
To fill out Fairway Wealth Management LLC, you typically need to provide information such as your business name, address, and details about the business structure and ownership.
The purpose of Fairway Wealth Management LLC is to provide professional financial advisory services, including managing investments, retirement planning, and estate planning.
Information that must be reported includes the LLC's name, registered agent, business address, purpose, member details, and financial statements.
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