Maway LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Maway LLC provides ongoing portfolio management and prepares an Investment Policy Statement for each client to align portfolios with stated goals, time horizon, and risk tolerance. The brochure lists individuals (including non‑high‑net‑worth), high‑net‑worth individuals, and corporations or business entities as client types and notes there is no account minimum.
The firm applies a mix of cyclical, fundamental, modern portfolio theory and technical analysis, pursues a long‑term strategy with periodic rebalancing, and primarily recommends ETFs alongside mutual funds, fixed income, real estate funds, precious‑metal ETFs, venture capital interests and private placements. Maway generally seeks discretionary trading authority, requires clients to use a specified broker‑dealer (Interactive Brokers), and custodial monthly reports are provided to clients.
Noteworthy aspects for a firm of this profile include its small, single‑advisor structure and modest reported assets under management combined with access to less common investment vehicles such as venture capital and private placements. The brochure also discloses that the firm does not aggregate trades for multiple clients and may receive soft‑dollar research benefits, operational features that can affect execution and potential conflicts relative to many peers.
Client services
Expertise
Fee options
1.00% annually
Main office
990 Biscayne Blvd, Office 503
Miami FL 33132
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)