Derek Vincent Wilson
Investment adviser representative at Archway Private Wealth LLC
15 yearsExperience
1 stateRegistered in
$17.3MFirm assets
4 yearsFirm in business
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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
15 years in the industry.
- Archway Private Wealth LLCMar 2024 to now
- Brite AdvisorsFeb 2022 to Jan 2024
- Touchstone Advisory LLCFeb 2022 to Jan 2024
- Brite Investments USAFeb 2022 to Oct 2023
- Archway Private Wealth LLCMar 2021 to Feb 2022
- Beacon Global Advisor NetworkJun 2020 to Feb 2022
- Holborn Assets, Ltd.Jan 2017 to Feb 2022
- GlobaleyeJun 2011 to Dec 2016
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
- 7315274
- Firm CRD
- 288578