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Managing Partner and Director · Headway Wealth

Hamzah N. Shalchi

CRD 8303496 · Named on Form ADV at one SEC-registered adviser

At a glance

Headway Wealth, an SEC-registered wealth manager based in Durham, United Kingdom with $301 million in regulatory assets, lists Hamzah N. Shalchi on its Form ADV as Managing Partner and Director, a control person.

Firms and roles

  • Headway WealthManaging Partner and DirectorWealth manager · Durham, United Kingdom · $301M in regulatory assets

AtlasMembers

Hamzah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Hamzah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.