Make Way Wealth Management

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Client assets under management

$76,913,500

Clients

120

18% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$640,946

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

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments

Fee options

Fixed

Fixed fee for comprehensive financial planning services ranging from $1,000 to $5,000, negotiable

Percentage

0.50% to 1.25% annually (negotiable, varies by account size, securities, complexity)

Project-based

$300/hour for consulting services

Main office location

Make Way Wealth Management

1601 E 69 Th Street, Ste 201

Sioux Falls SD 57108, United States

Number of offices

Most active in

Colorado · Minnesota · North Dakota · South Dakota · Texas

Disclosures

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:

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

Form ADV Part 2: Client Brochure

Quick links

Website 605-929-3875

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.

Private / alternative investments

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 work history includes roles at American Bank & Trust and the State of South Dakota Legislative Audit. 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, offering institutional-style access to alternative-asset portfolios for qualified clients.

Private / alternative investments

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