Investment adviser · CRD 342947
HEADWAY WEALTH
Investment adviser filing (IA)
HEADWAY WEALTH LTD
DURHAM, United Kingdom · Form ADV filed Jun 25, 2026
- Regulatory AUM
- $301M Form ADV · Item 5.F
- Client accounts
- 599 Accounts, not individual clients
- Employees
- 17 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 73 | $151,146,030 | 50.2% |
| Individuals | 523 | $139,853,905 | 46.5% |
| Corporations & businesses | 3 | $10,000,100 | 3.3% |
Filing source
Form ADV 2115523 · Jun 25, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 25, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Fixed
Principal office
DURHAM WORKSPACE, ABBEY RD, PITY MEDURHAM, DH15JZ, United Kingdom
CRD 342947
Filing source
Form ADV 2115523 · Jun 25, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.