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ARCHWAY WEALTH MANAGEMENT, LLC
CRD 326816File 801-128424
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$345.7M
Below cohort median (national)
Discretionary AUM
$284.0M
Non-discretionary $61.6M
Clients
200
895 accounts
Employees
4
Below cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 28, 2023
- Principal office
- 10900 MANCHESTER RD, SUITE 203, KIRKWOOD, MO, 63122
- Phone
- (573) 999-2248
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $345.7M
- Discretionary AUM
- $284.0M
- Non-discretionary AUM
- $61.6M
- Discretionary accounts
- 458
- Non-discretionary accounts
- 437
- Total accounts
- 895
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 90 | $303.5M |
| Individuals (other than high net worth individuals) | 110 | $42.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.