Archway Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Archway Private Wealth LLC serves individual investors — including both high‑net‑worth and non‑high‑net‑worth clients — with a particular focus on U.S. persons who hold or seek advice about UK‑based pension assets. The firm provides pension consulting and investment management services, including review of existing pension benefits, assistance with transfers into SIPP/QROPS or other arrangements, and IRA/rollover considerations.
Archway generally selects unaffiliated third‑party discretionary asset managers and uses a formal data‑gathering process to align portfolios with clients’ time horizons, risk tolerances, liquidity needs, and other preferences; accounts are typically managed on a discretionary basis with the option for client‑imposed restrictions. The firm combines an upfront flat fee structure for pension transfer work with ongoing percentage‑of‑assets advisory fees and may implement custody through fund platforms, custodial banks, or life‑insurance bond wrappers when appropriate.
Noteworthy features include a strategic relationship with an international adviser group (Holborn Assets) whose personnel serve as independent contractor advisory representatives and receive a portion of advisory fees, and the firm’s routine coordination with UK‑regulated advisers for transfers involving safeguarded benefits. Archway commonly selects other advisers and third‑party managers to implement investment strategies, and it does not act as a private fund adviser.
Client services
Occupation focus
Demographic focus
Fee options
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
Most active in
California · Texas
Also doing business as
Archway Private Wealth LLC · Stone Eagle Investments LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Derek W
Series 65
Remote
Archway Private Wealth LLC
Derek Wilson is a financial advisor at Archway Private Wealth LLC with four years of industry experience. He holds a Series 65 designation and has worked at several firms, including Brite Advisors, Touchstone Advisory LLC, and Holborn Assets, Ltd. Outside of his advisory roles, he has experience with international pension planning through his affiliations. Archway Private Wealth specializes in investment management and consulting for clients with United Kingdom-based pension assets, serving both high-net-worth and individual clients. The firm focuses on reviewing and monitoring UK pension plans and assisting with transfers to arrangements like SIPPs and QROPS, typically managing portfolios on a discretionary basis through third-party managers and various investment vehicles.
David W
Series 65
Remote
Archway Private Wealth LLC
David 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, with prior roles at Beacon Global Advisor Network, LLC, and Holborn Assets. Archway Private Wealth LLC serves individual investors, focusing on U.S. persons with UK-based pension assets. The firm offers pension consulting and investment management services, often managing accounts on a discretionary basis while coordinating with international advisers and third-party managers.
Edward H
Series 65
Remote
Archway Private Wealth LLC
Edward Harris is a financial advisor with Archway Private Wealth LLC, holding a Series 65 designation and nine years of industry experience. He has worked at Archway Private Wealth since 2017 and has been a managing partner at Holborn Assets Ltd. since 2020. Harris also has prior experience with Globaleye (Hong Kong) Limited. Archway Private Wealth LLC serves individual investors, focusing on U.S. persons with UK-based pension assets. The firm offers pension consulting and investment management services, often working with unaffiliated third-party discretionary managers to tailor portfolios to client preferences.
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