A
CRD: 326816
Archway Wealth Management, LLC
Kirkwood, MO, 63122
5739992248
$345.7M Total AUM
$284.0M Disc. AUM
-- 3Y CAGR
4 Employees
200 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-28-2023
- Office Locations
- 1
Office Locations
10900 Manchester RD Suite 203 Kirkwood MO
About Archway Wealth Management, LLC
Archway Wealth Management, LLC is a Kirkwood-based RIA. The firm has been operating for 2 years. Managing $345.7M in total assets under management, with 3 advisory representatives. They custody assets with First Clearing and Trade-PMR. Services offered include 529 Plans, Asset Management, Charitable Giving.
Team overview
42 AVG AGE
$115.2M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
2.7 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Pathway Horizon
Investment Themes
Eagle capital
Investment Vehicles
Foundation optima
Services
Unison Bridge Crest Matrix ridge Focus Prime catalyst Timber Atlas Pioneer Vertex
Owner & Executives
TIMOTHY REYNOLDS O'NEAL
Co-Founder, Financial Advisor, Managing Member
- CRD
- #4022274
- Ownership
- 75% or more
(620) 893-8632
pioneer.harbor@zenithcapital.com
in linkedin.com/in/alpha-signal
SAMUEL JOSEPH EVERETT
Chief Compliance Officer, Managing Member
- CRD
- #5579822
- Ownership
- 5% but less than 10%
(924) 487-1139
catalyst.atlas@timbercapital.com
in linkedin.com/in/summit-bridge
Showing 2 of 2 owners & executives
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R
RACHEL CONROY
Financial Consultant, Managing Director
- CRD
- #6262928
(385) 285-1466
quantum.wave@insightcapital.com
in linkedin.com/in/timber-peak
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $284,019,529 | $620,130 |
| Non-Discretionary | $61,636,695 | $141,045 |
| Total | $345,656,224 | $386,208 |
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Separately Managed Accounts
Total SMA Asset: $345,656,224
Public Funds:
21.5% Equity - Exchange:
21.6% Cash:
27.8% Corporate - Investment Grade:
17.5% Municipal Bonds:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,625,836,011 | 21.5% |
| Equity - Exchange | $1,633,398,039 | 21.6% |
| Cash | $2,102,243,773 | 27.8% |
| Corporate - Investment Grade | $1,323,354,893 | 17.5% |
| Municipal Bonds | $877,195,244 | 11.6% |
| Total | $7,562,027,960 | 100.0% |