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Building 2ARCHWAY WEALTH MANAGEMENT, LLC

Map pinKIRKWOOD, MO
Phone(573) 999-2248
NotebookSEC #801-128424
Total AUM
$345.7M
Employees
4
Clients
200

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10900 MANCHESTER RD
SUITE 203
KIRKWOOD
MO 63122
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
(573) 999-2248
Other Offices
1

ReceiptFinancials

Total AUM
$345.7M
Accounts
895
Discretionary
$284M
Accounts
458
Non-Discretionary
$61.6M
Accounts
437

ContactClients

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Individual Clients
110
AUM
$42.2M
HNW Individual Clients
90
AUM
$303.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILLAMONJTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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