Archway Wealth Management, LLC
● SEC registered since 2023CRD 326816SEC# 801-128424Kirkwood, MO
Reg. AUM
$345.7M
Employees
4
Accounts
895
Location
Kirkwood, MO
About Archway Wealth Management
Archway Wealth Management offers portfolio construction, risk management, and wealth-building guidance for professionals at different stages of investing. The firm stresses practical conversations about investments and personalized service aligned with each client's goals and risk tolerance.
Summary based on the firm’s website.
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 $345.7 million in regulatory assets under management and employs 4 people.
Archway Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Samuel Joseph Everett Control | Managing Member And Chief Compliance Officer | 5-10% | 2023 |
| Timothy Reynolds O'Neal Control | Managing Member | Over 75% | 2023 |
Frequently asked questions
How much does Archway Wealth Management, LLC manage?
Archway Wealth Management, LLC reports $345.7 million in regulatory assets under management on its Form ADV.
How many employees does Archway Wealth Management, LLC have?
Archway Wealth Management, LLC reports 4 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
| Address | 10900 Manchester Rd, Suite 203, Kirkwood, MO 63122 |
| Phone | (573) 999-2248 |
| Office hours | 8a.m. - 4p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$345.7M▲ 10%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$345.7Mregulatory AUM
Discretionary $284MNon-discretionary $61.6M