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Credentials
Series 65
Experience Industry experience
5 years
Location
Remote
Archway Private Wealth LLC
Supported
Total advisors
3Clients per advisor
12 Very LowAvg AUM per client
$468,373 LowHNW client ratio
78% Very HighDavid Wells is a financial advisor at Archway Private Wealth LLC with five years of industry experience. He holds a Series 65 credential and has worked at Archway since 2021. His prior roles include positions with Beacon Global Advisor Network, LLC and Holborn Assets. Archway Private Wealth specializes in managing UK-based pension assets for high-net-worth and individual clients, offering investment management, IRA rollover advice, and consulting. The firm uses third-party managers and model portfolios, coordinating with pension trustees and custodians, and employs unique custody options and international advisory relationships.
Based on Archway Private Wealth LLC
Initial fee up to 5% of pension assets transferred, flat fee for planning and consultation
£0 - £250,000: 5.0% initial fee on pension assets transferred £250,001 - £1,000,000: 4.5% initial fee on pension assets transferred £1,000,000++: 4.0% initial fee on pension assets transferred Up to $500,000+: 1.5% annual advisory fee $500,000++: 1.25% annual advisory fee
Texas
5 years of industry experience
Archway Private Wealth LLC
2021 - Present • 5 years
Winter Garden, FL
Beacon Global Advisor Network, LLC
2020 - Present • 6 years
Ruislip, Middlesex
Holborn Assets
2019 - Present • 7 years
Manchester
Holburn Assets
2013 - Present • 13 years
Dubai
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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