Overview
Assets Under Management: $313 million
Headquarters: KIRKWOOD, MO
High-Net-Worth Clients: 90
Average Client Assets: $3 million
Frequently Asked Questions
ARCHWAY WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326816), ARCHWAY WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ARCHWAY WEALTH MANAGEMENT, LLC is headquartered in KIRKWOOD, MO.
ARCHWAY WEALTH MANAGEMENT, LLC serves 90 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, ARCHWAY WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
ARCHWAY WEALTH MANAGEMENT, LLC manages $313 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, ARCHWAY WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
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