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| Keyboard |
| Archway Private Wealth LLC
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|
|---|---|
| CRD # | 288578 |
| SEC # | 801-123216 |
| CIK # | |
| AUM | 17.3 M (2026-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 407-567-0095 |
| Address | First Floor, Swan Buildings Manchester, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 3.0 |
| (b) Individuals (high net worth individuals) | 29 | 14.3 |
| (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 | 37 | 17.3 |
| By Discretionary | ||
| Discretionary | 37 | 17.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 37 | 17.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.3 | |
| Total | 37 | 17.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Taylor Frigon Family Office LLC
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|
AZ | 20.0 M |
|
Rainwater Equity LLC
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|
19.1 M | |
|
Ryan Heritage LLP
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NJ | 18.8 M |
|
Fidelis Capital LLC
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|
AL | 18.3 M |
|
ETF Model Solutions LLC
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WI | 18.1 M |
|
Yarash Global Solutions Inc
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|
CA | 18.0 M |
|
Highgate Group USA Inc
✚
|
17.0 M | |
|
Aperture Advisors LLC
✚
|
16.0 M | |
|
OT Advisors LLC
✚
|
FL | 15.2 M |
|
Principled Advisors Inc
✚
|
15.0 M |