Archway Private Wealth LLC

Overview

Archway Private Wealth LLC is an independent registered investment adviser that focuses on serving individuals and families through fee-based planning and portfolio management. The firm combines direct equity exposure with third-party manager allocations, acting as a capital allocator when it places client capital into external alternative managers. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting work and the selection of other advisers. Archway reports being an active ESG investor, which suggests ESG screens or integration are part of its security selection and manager due diligence. The firm’s structure and custody footprint point to a cross-border orientation: ownership is listed as a mix of a foreign entity and an individual, and the custodial relationships include offshore platforms. Archway uses both percentage-of-AUM and fixed-fee billing, which allows it to tailor pricing across smaller, flat-fee planning engagements and ongoing AUM relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices