Archway Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Archway Wealth Management, LLC is a registered investment adviser managing roughly $346 million in client assets and provides financial planning, consulting, and investment and wealth management to individuals (including both high-net-worth and non‑HNW clients), as well as trusts, estates, charitable organizations and corporate entities. The firm delivers both discretionary and non‑discretionary portfolio management and also offers standalone financial planning and implementation services.
Archway’s investment approach is grounded in Modern Portfolio Theory and current capital market assumptions, emphasizing diversified allocations across mutual funds, ETFs, equities and fixed income, and the selective use of independent managers to implement specific mandates. Portfolios are tailored to clients’ risk tolerance, time horizon and liquidity needs and are monitored and rebalanced on an ongoing basis.
A distinctive feature of the firm is that it acts as the sponsor and manager of its own wrap fee program, the Archway Wealth Management Wrap Program, an arrangement in which certain brokerage commissions and transaction costs are absorbed by the firm—an uncommon structure among similar supported firms. The brochure also discloses Archway’s reliance on a primary custody and platform relationship that provides institutional trading, software and operational support and the receipt of bundled benefits from that relationship, which the firm identifies and manages as a potential conflict of interest.
Client services
Expertise
Fee options
$1,000 to $10,000 for financial planning and consulting, negotiable based on scope and complexity
0.25% – 2.00% (25 to 200 basis points), varies by portfolio size, composition, services and professional provided
Main office
See office10900 Manchester Rd, Suite 203
Kirkwood MO 63122
Advisors at this office
2
Offices (2)
Most active in
Florida · Illinois · Louisiana · Missouri · New Jersey · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Samuel E
CFP®, Series 66
Kirkwood, MO
Archway Wealth Management, LLC
Samuel Everett is a CFP® professional with 16 years of industry experience, currently serving at Archway Wealth Management, LLC since 2023. He previously worked at Wells Fargo Clearing Services, LLC for 12 years. Everett holds Series 66 registration and has experience acting as a co-trustee and power of attorney for family-related investment matters. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $313 million in assets across about 200 client relationships, using a portfolio approach based on Modern Portfolio Theory and capital-market assumptions.
Rachel C
Series 66
New Berlin, WI
Archway Wealth Management, LLC
Rachel Conroy is a financial advisor at Archway Wealth Management, LLC with 10 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Advisors and Wells Fargo Clearing Services. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based investment process, utilizing mutual funds, ETFs, and third-party independent managers, and manages approximately $313 million in assets across 200 client relationships.
Timothy O
Series 63, Series 65
Kirkwood, MO
Archway Wealth Management, LLC
Timothy O'Neal is a financial advisor at Archway Wealth Management, LLC with 24 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing Services for 15 years. Archway Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, estates, charitable organizations, and business entities. The firm applies Modern Portfolio Theory in its investment process, managing approximately $313 million in assets across about 200 client relationships, and offers a proprietary wrap fee program alongside institutional custody and trading support.
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