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ARCHWAY PRIVATE WEALTH LLC
CRD 288578 · SEC 801-123216
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
FIRST FLOOR, SWAN BUILDINGS, 20 SWAN STREET, MANCHESTER, CA, M4 5JW, United Kingdom
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$17.3M
Discretionary AUM
$17.3M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $3.0M |
| High net worth individuals | 29 | $14.3M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD