This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- BNY Mellon · Interactive Brokers · Pershing
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-28-2017
- Office Locations
- 3
Office Locations
About Archway Private Wealth LLC
Archway Private Wealth is a US firm focused on UK expats, helping clients in the US take control of their finances through retirement planning and UK pension advice, including UK pension transfers, SIPP solutions, and UK State Pension guidance. The team designs bespoke plans and diversified investment allocations across a wide range of funds, and supports a structured end-to-end client journey; custody includes Interactive Brokers and Pershing.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EDWARD JOHN HARRIS
Chief Compliance Officer, Investment Advisor
- CRD
- #6799745
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
Unlock allContacts
David Michael Wells
Advisor, Wealth Advisor
- CRD
- #7280582
Derek Vincent Wilson
--
- CRD
- #7315274
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,329,809 | $468,373 |
| Non-Discretionary | $0 | -- |
| Total | $17,329,809 | $468,373 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing