Overview

Assets Under Management: $313 million
Headquarters: KIRKWOOD, MO
High-Net-Worth Clients: 90
Average Client Assets: $3 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 90
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.08
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 862
Discretionary Accounts: 444
Non-Discretionary Accounts: 418

Regulatory Filings

CRD Number: 326816
Last Filing Date: 2025-03-05 00:00:00
Website: https://archwaywealthstl.com