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Archway Wealth Management, LLC CRD 326816
$346M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
10900 Manchester Rd Suite 203, Kirkwood, MO 63122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-09-18 |
| TX | RA | APPROVED | 2023-09-18 |
Branch Locations
10900 Manchester Rd Suite 203, Kirkwood, MO 63122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Frontenac | MO | 10/2015 | 09/2023 |
| Wells Fargo Clearing Services, Llc | Frontenac | MO | 01/2008 | 09/2023 |
| Archway Wealth Management, Llc | Kirkwood | MO | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-21 |
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