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| Keyboard |
| Archway Wealth Management LLC
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|---|---|
| CRD # | 326816 |
| SEC # | 801-128424 |
| CIK # | |
| AUM | 345.7 M (2026-03-24) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 573-999-2248 |
| Address | 10900 Manchester Rd Kirkwood, MO 63122 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 42.2 |
| (b) Individuals (high net worth individuals) | 90 | 303.5 |
| (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 | 895 | 345.7 |
| By Discretionary | ||
| Discretionary | 458 | 284.0 |
| Non-Discretionary | 437 | 61.6 |
| Total | 895 | 345.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 345.7 | |
| Total | 895 | 345.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Lodestone Wealth Management LLC
✚
|
WA | 346.5 M |
|
Wealth Management Group of North America LLC
✚
|
CT | 346.4 M |
|
Gebhardt Group Inc
✚
|
CA | 346.4 M |
|
Rede Wealth LLC
✚
|
VA | 346.1 M |
|
Continuum Wealth Advisors LLC
✚
|
NY | 345.6 M |
|
Ahakista Capital LLC
✚
|
345.0 M | |
|
Royal Harbor Partners LLC
✚
|
TX | 344.8 M |
|
Hicks Capital Management LLC
✚
|
OH | 344.7 M |
|
Teramo Advisors LLC
✚
|
FL | 344.7 M |
|
Crescent Advisor Group Inc
✚
|
TX | 344.4 M |