David Michael Wells
Investment adviser representative at Archway Private Wealth LLC
13 yearsExperience
1 stateRegistered in
$17.3MFirm assets
4 yearsFirm in business
Are you David Michael Wells? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Archway Private Wealth LLCFeb 2021 to now
- Beacon Global Advisor Network, LLCJul 2020 to now
- Holborn AssetsJun 2019 to now
- Holburn AssetsDec 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
Archway Private Wealth LLC
$17.3MAssets managed
37Clients
3Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7280582
- Firm CRD
- 288578