ARCHWAY WEALTH MANAGEMENT, LLC

10900 Manchester Rd
Suite 203
Kirkwood, Missouri 63122
Tel: (573) 999-2248

About ARCHWAY WEALTH MANAGEMENT, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	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

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ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
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