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WAY STREET FINANCIAL, LLC
CRD 329451
1324 PEARL ROAD, SUITE 3, BRUNSWICK, OH, 44212, United States
Phone
216-232-3050
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$33.7M
Discretionary AUM
$33.7M
Team
5 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 60 | $11.5M |
| High net worth individuals | 19 | $22.2M |
All web addresses on file
Official SEC filing: View on IAPD