Archway Wealth Management, LLC

Archway Wealth Management, LLC is a registered investment adviser based in Kirkwood, MO, established in June 2023. The firm specializes in financial planning, consulting, and investment management services. As of December 31, 2024, the firm manages $313,134,834 in assets, with $256,930,121 under discretionary management and $56,204,713 under non-discretionary management. Clients can engage the firm for services such as investment planning, estate planning, retirement planning, and tax planning. AWM primarily allocates client assets among mutual funds, ETFs, and independent investment managers based on individual client needs and objectives. The firm charges fees ranging from 0.25% to 2.00% annually based on assets under management. Clients have the discretion to impose restrictions on account management. AWM recommends Trade-PMR, Inc. for brokerage services and receives economic benefits from them. The firm has a Code of Ethics in place and accepts proxy voting authority for client securities. Clients are provided with regular account statements and reports. AWM has not been involved in any material legal or disciplinary events.