Make Way Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Make Way Wealth Management works with individuals (including high-net-worth clients), corporations, charities, and pension and profit-sharing plans, maintaining roughly 120 client relationships and managing about $80 million in client assets. The firm offers comprehensive financial planning and consulting, discretionary portfolio management using proprietary model portfolios, and written financial plans for clients who receive comprehensive planning services.
The firm’s investment approach emphasizes strategic diversification along with technical and cyclical analysis, and it documents client goals through interviews and risk-tolerance questionnaires to tailor portfolio roles (for example, growth versus income). Make Way typically manages accounts on a discretionary basis and may combine its in-house models with third-party manager exposure to reflect client objectives and tax or fee considerations.
Distinctive elements include a recently disclosed relationship with Crystal Capital Partners that provides qualified clients access to customized private equity and hedge-fund series portfolios with institutional reporting and due diligence, an offering not commonly available at similarly sized firms. The firm’s principal is also licensed as an insurance agent and may receive commissions on insurance products; the brochure discloses this potential conflict of interest and describes procedural steps intended to mitigate it.
Client services
Expertise
Fee options
Fixed fee for comprehensive financial planning services ranging from $1,000 to $5,000, negotiable
0.50% to 1.25% annually (negotiable, varies by account size, securities, complexity)
$300/hour for consulting services
Main office
See office1601 E 69th Street, Ste 201
Sioux Falls SD 57108
Advisors at this office
1
Offices (2)
Most active in
Colorado · Minnesota · North Dakota · South Dakota · Texas
Also doing business as
Make Way LLC · Make Way Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Dylan K
Series 63, Series 65
Sioux Falls, SD
Make Way Wealth Management
Dylan Kvaale is a financial advisor at Make Way Wealth Management with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Principal Life Insurance Company and Wealth Watch Advisors. Outside of his advisory role, he coaches 8th grade boys basketball in Sioux Falls. Make Way Wealth Management serves individuals, corporations, charities, and pension or profit-sharing plans, providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm combines strategic diversification and proprietary model portfolios with technical and cyclical analysis, and offers qualified clients access to customized private equity and hedge-fund portfolios through Crystal Capital Partners.
Travis K
Series 65
Colorado Springs, CO
Make Way Wealth Management
Travis Kvaale is a financial advisor at Make Way Wealth Management in Colorado Springs, CO, holding a Series 65 credential with four years of industry experience. His prior roles include positions at American Bank & Trust and the State of South Dakota Legislative Audit. Make Way Wealth Management serves individuals, corporations, charities, and retirement plans, managing approximately $80 million in client assets across 120 relationships. The firm provides comprehensive financial planning and discretionary portfolio management, utilizing strategic diversification and technical analysis to tailor portfolios according to client goals.
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