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ARCHWAY WEALTH MANAGEMENT, LLC
ARCHWAY WEALTH MANAGEMENT, LLC
KIRKWOOD, Missouri
·
2 registered advisors
·
CRD# 326816
SEC# 801-128424
1
(573) 999-2248
01
Firm Overview
AUM
$287M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ARCHWAY WEALTH MANAGEMENT, LLC
2 registered advisors
Samuel Joseph Everett
KIRKWOOD, Missouri
CRD# 5579822
Timothy Reynolds O'neal
KIRKWOOD, Missouri
CRD# 4022274
05
Office Locations
KIRKWOOD, Missouri
2 advisors
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Data sourced from SEC Form ADV filings. ARCHWAY WEALTH MANAGEMENT, LLC (CRD# 326816) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.