PPrivate Fund Data Log in Join · $37/mo

Archway Wealth Management, LLC

● SEC registered since 2023CRD 326816SEC# 801-128424Kirkwood, MO
Export (members)
Reg. AUM
$313.1M
Employees
3
Accounts
862
Location
Kirkwood, MO

Archway Wealth Management, LLC assets under management

Archway Wealth Management, LLC is an SEC-registered investment adviser based in Kirkwood, MO. The firm has been registered since 2023. It reports $313.1 million in regulatory assets under management and employs 3 people.

Archway Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Samuel Joseph Everett ControlManaging Member And Chief Compliance Officer5-10%2023
Timothy Reynolds O'Neal ControlManaging MemberOver 75%2023

Frequently asked questions

How much does Archway Wealth Management, LLC manage?

Archway Wealth Management, LLC reports $313.1 million in regulatory assets under management on its Form ADV.

How many employees does Archway Wealth Management, LLC have?

Archway Wealth Management, LLC reports 3 employees.

Where is Archway Wealth Management, LLC located?

Archway Wealth Management, LLC is based in Kirkwood, MO and has been SEC-registered since 2023.

Does Archway Wealth Management, LLC disclose fund performance?

Archway Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10900 Manchester Rd, Suite 203, Kirkwood, MO 63122
Phone(573) 999-2248
Office hours8a.m. - 4p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$256.9M
Non-discretionary$56.2M
Total (RAUM)$313.1M