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| Archway Private Wealth LLC
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|
|---|---|
| CRD # | 288578 |
| SEC # | 801-123216 |
| CIK # | |
| AUM | $4.7 MM (2023-02-17) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 407-567-0095 |
| Address | First Floor, Swan Buildings Manchester, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 13 | 4.7 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 14 | 4.7 |
| By Discretionary | ||
| Discretionary | 8 | 2.3 |
| Non-Discretionary | 6 | 2.3 |
| Total | 14 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 14 | 4.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Nuclo Wealth LLC
✚
|
TX | 0.0 |
|
Honeytree Investment Management Ltd
✚
|
0.0 | |
|
MCA Cross Border Advisors Inc
✚
|
0.0 | |
|
Christensen Group Financial LLC
✚
|
MN | 0.0 |
|
Bloomsbury Asset Management LLP
✚
|
0.0 | |
|
Amerity Wealth Management LLC
✚
|
FL | 0.0 |
|
Kerusso Capital Management LLC
✚
|
NC | 0.0 |
|
Tifin Grow LLC
✚
|
CO | 0.0 |
|
Galapagos Advisory LLC
✚
|
FL | 0.0 |
|
Stonebridge Capital Management III LLC
✚
|
NJ | 0.0 |