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ARCHWAY PRIVATE WEALTH LLC

MANCHESTER, United Kingdom · CRD 288578 · IAPD ↗ · archwayprivatewealth.us · 407-567-0095

$17.3MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

12
December 2024 — ARCHWAY PRIVATE WEALTH LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
20
February 2024 — ARCHWAY PRIVATE WEALTH LLC shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.