10900 Manchester Rd
Suite 203
Kirkwood, Missouri 63122
Tel: (573) 999-2248
ARCHWAY WEALTH MANAGEMENT, LLC, formally registered with the SEC as ARCHWAY WEALTH MANAGEMENT, LLC. The firm was established in 07/28/2023. They have over 2 offices throughout the country.
ARCHWAY WEALTH MANAGEMENT, LLC is a Kirkwood, Missouri based Financial Planning firm with nearly $313,134,834 assets under management, offering retirement planning & investment advisory services to 862 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 326816 |
SEC# | 801-128424 |
Assets Managed by Firm | $313,134,834 |
No. of Clients | 862 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 862 | $313,134,834 |
Individuals (other than high net worth individuals) | 110 | $40,449,454 |
High net worth individuals | 90 | $272,685,380 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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