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| Archway Private Wealth LLC
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| |
|---|---|
| CRD # | 288578 |
| SEC # | 801-123216 |
| CIK # | |
| AUM | $5.2 MM (2024-01-22) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 407-567-0095 |
| Address | First Floor, Swan Buildings Manchester, United Kingdom |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 5.2 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 19 | 5.2 |
| By Discretionary | ||
| Discretionary | 19 | 5.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 19 | 5.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.2 | |
| Total | 19 | 5.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pacific Equity LLC
✚
|
0.0 | |
|
Wealthspan Investment Management LLC
✚
|
MI | 0.0 |
|
Alveo Wealth Management LLC
✚
|
0.0 | |
|
West Potomac Capital LLC
✚
|
VA | 0.0 |
|
E6 Portfolios
✚
|
UT | 0.0 |
|
WealthJar Investment Advisory LLC
✚
|
HI | 0.0 |
|
Bloomsbury Asset Management LLP
✚
|
0.0 | |
|
Consortium Private Wealth LLC
✚
|
LA | 0.0 |
|
Forester Capital Management Ltd
✚
|
IL | 0.0 |
|
Trinary Capital LLC
✚
|
CA | 0.0 |