Where are The Way Investment Advisors, LLC. employees located globally?

The Way Investment Advisors, LLC. has employees across 1 continents and 1 countries including United States Of America.

How has The Way Investment Advisors, LLC.'s team size changed over time?

The Way Investment Advisors, LLC.'s team has remained stable from approximately 4 to 4 employees based on available data.

Learn more at LeadIQ.com

The Way Investment Advisors, LLC. Employee Directory

Financial ServicesOhio, United States11-50 Employees

The Way Investment Advisors, LLC is a full-service financial firm committed to meeting the diverse and changing needs of our clients by providing a full array of innovative, custom financial solutions.  We employ a values-based approach to help you grow and preserve your new worth by offering purposeful investment strategies, innovative solutions and thoughtful guidance.  Our web-based financial and wealth planning system provides a daily updated, comprehensive 360 degree view of your financial portfolio as well as features and functions that enable more holistic financial planning and concierge level servicing  tailored to your needs.  The Way advisors present compelling and dynamic financial plans, proactively manage client relationships and aggressively monitor their clients financial assets.

Find The Way Investment Advisors, LLC. employees' phone numbers or email addresses

The Way Investment Advisors, LLC. Global Highlights

North America
5

United States Of America
5

The Way Investment Advisors, LLC.'s Leadership

K. K.
Partner / Private Wealth Liaison
Mobile Phone
Email
J. W.
Managing Partner - Investments
Mobile Phone
Email
K. B.
Managing Partner - Investments
Mobile Phone
Email

The Way Investment Advisors, LLC. Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from The Way Investment Advisors, LLC.

Name

Title

Contact Info

Location

Last Update

K. K.
Partner / Private Wealth Liaison
Mobile Phone
Email
United StatesFlorida
Sep 11, 2025
J. W.
Managing Partner - Investments
Mobile Phone
Email
Oct 21, 2024
K. B.
Managing Partner - Investments
Mobile Phone
Email
UNITED STATES
Apr 24, 2025

Frequently Asked Questions

What is The Way Investment Advisors, LLC. known for?

The Way Investment Advisors, LLC. operates in the Financial Services industry. The company's main headquarters is located in 125 Main Street Suite 2 Chardon, Ohio 44024 United States; you can contact the main corporate office by phone at

+1-877-929-****

. Explore The Way Investment Advisors, LLC.'s company overview page for more information.

What is The Way Investment Advisors, LLC.'s most common email format?

The Way Investment Advisors, LLC. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Way Investment Advisors, LLC. email formats with LeadIQ.

How many employees does The Way Investment Advisors, LLC. have currently?

The Way Investment Advisors, LLC. has approximately 11 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are The Way Investment Advisors, LLC.'s key employees and leadership?

As of February 2026, The Way Investment Advisors, LLC.'s key employees include:

Partner / Private Wealth Liaison: K. K.
Managing Partner - Investments: J. W.
Managing Partner - Investments: K. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.