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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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|---|---|---|---|
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