|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Archway Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 326816 |
| SEC # | 801-128424 |
| CIK # | |
| AUM | $313.1 M (2025-03-05) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 573-999-2248 |
| Address | 10900 Manchester Rd Kirkwood, MO 63122 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 110 | 40.4 |
| (b) Individuals (high net worth individuals) | 90 | 272.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 862 | 313.1 |
| By Discretionary | ||
| Discretionary | 444 | 256.9 |
| Non-Discretionary | 418 | 56.2 |
| Total | 862 | 313.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 313.1 | |
| Total | 862 | 313.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kirkwood Financial Services
✚
|
TX | 0.3 |
|
Vawter Financial Ltd
✚
|
OH | 0.3 |
|
Family Wealth Planning Partners LLC
✚
|
KY | 0.3 |
|
Rede Wealth LLC
✚
|
VA | 0.3 |
|
Sawyer & Co Inc
✚
|
MA | 0.3 |
|
Guardian Investment Management LLC
✚
|
CA | 0.3 |
|
Consilium Wealth Advisory LLC
✚
|
TX | 0.3 |
|
Pflug Koory LLC
✚
|
NE | 0.3 |
|
Dibenedetto & Associates Ltd
✚
|
IL | 0.3 |
|
Unique Wealth Strategies
✚
|
IL | 0.3 |