SourcingSourcing

ARCHWAY WEALTH MANAGEMENT, LLC

C49
CRD 326816·SEC 801-128424·KIRKWOOD, MO
AUM
$345.7M
$100M-$500M
Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ARCHWAY WEALTH MANAGEMENT, LLC
CRD
326816
SEC file #
801-128424
EIN
000000000
DBA names
—

Economics

AUM
$345.7M
AUM band
$100M-$500M
AUM trajectory
'25'26
$313.1M → $345.7M▲ +10%
Client mix
Individuals Other110
Individuals High Net Worth90

Operations

Employees (total)
4
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
KIRKWOOD MO
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
archwaywealthstl.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
O'NEAL, TIMOTHY, REYNOLDS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
O'NEAL, TIMOTHY, REYNOLDS
EVERETT, SAMUEL, JOSEPH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ARCHWAYWEALTHSTL.COM
Rdap Domain Creation Date
2023-05-16T21:15:21Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002030239
Edgar Registered
Yes
Edgar Filing Count
4
Edgar First Filing Date
2024-10-07
Edgar Last Filing Date
2026-03-10
Edgar Form D Count
4
Edgar Form D Offerings
2026-03-102026-03-10 · 0000945621-26-000432
2025-03-102025-03-10 · 0000945621-25-000251

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4755
Soi Zip Pct 200k Plus
0.242
Soi Zip Returns 200k Plus
4,850
Soi Zip Total AGI
3,615,032
Fdic Zip Total Deposits
29,509,924,000
Fdic Zip Branch Count
445
Fdic Zip Top Banks
Commerce Bank
Commerce Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (27)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
ONE POST OFFICE SQUAREBOSTON, MA 02109
Business
ONE POST OFFICE SQUAREBOSTON, MA 02109
Edgar EIN
000000000
Edgar Recent Filings
D/A2026-03-10 · 0000945621-26-000432
D/A2025-03-10 · 0000945621-25-000251
Fdic Zip Branches Raw
First BankKirkwood, MO
Commerce Bank, National AssociationKirkwood, MO
Fdic Zip HHI
1049.66
Fdic Zip Top Bank Share Pct
25.4
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-16T21:15:21Z
Rdap Domain Last Changed
2026-05-17T18:17:39Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI41,227
Returns3,830
Stub 2
AGI99,947
Returns2,670
Stub 3
AGI137,149
Returns2,200
Soi Zip Total Business Income
123,999
Soi Zip Total Cap Gains
333,368
Soi Zip Total Dividends
146,678
Soi Zip Total Returns
20,040
Top Owner CRD
4022274
Trust Company Affiliate
No

People (3)

3
O'NEAL, TIMOTHY, REYNOLDS
IAR · Direct Owner · 87.5%
4022274
EVERETT, SAMUEL, JOSEPH
IAR · Direct Owner · 7.5%
5579822
RACHEL CONROY
IAR
6262928