ARC Element Wealth Design
Firm details
- Headquarters
- ,
- CRD number
- 329935
- Website
- www.yourwealtharc.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.12%
- Individuals22.88%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
ARC Element Wealth Design is an independent, Nebraska-registered limited liability company advising individual and family clients. The firm operates as a capital allocator, providing financial planning, portfolio management for individuals and small businesses, manager selection, and investor education through newsletters and seminars. Its fees include a percentage of assets under management alongside hourly and fixed-fee engagements. The adviser does not describe itself as an ESG-focused investor and is organized under individual ownership.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities7%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds2%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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