ARCHWAY WEALTH MANAGEMENT, LLC

Overview

Archway Wealth Management, LLC is an independent registered investment advisor organized as an LLC and SEC-registered in 2023. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, and it acts as a capital allocator by selecting other advisers and sub‑advisers when appropriate. Its fee model is a mix of percentage‑of‑AUM and fixed fees. Archway reports it is not an active ESG investor. Investment activity centers on pooled public funds as the primary vehicle for client exposure. Archway maintains discretionary authority over the majority of its assets and uses third‑party advisers for specific mandates, which allows it to assemble multi‑manager or model-based portfolios for clients rather than concentrating on direct single‑stock bets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices