Arca Wealth, LLC

RIASEC RegisteredEst. 2015
Total AUM
$1.3B
Discretionary
$1.2B
94% of AUM
Avg account
$259K
Accounts
4,909
Employees
28
Advisory reps
13

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
174765
Registered since
April 17, 2015
Website
granitebaywm.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI73.73%
  • Individuals15.34%
  • Pension & Profit Sharing Plans8.99%
  • Corporations / Businesses1.93%
  • Charitable Organizations0.02%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arca Wealth, LLC is an independent registered investment adviser established in 2015 and organized as an LLC. The firm serves both individual/family and institutional clients and functions as a capital allocator—sourcing and allocating to third‑party strategies in addition to managing client portfolios directly. Its advisory offering spans financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and educational seminars. Fee arrangements include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 50%, Public Funds/Mutual Funds 22%, Investment Grade Corp Bonds 10%, US Government Bonds 9%, Cash & Cash Equivalents 7%, State & Local Bonds 1%, Other 1%50%
  • Exchange Traded Equities50%
  • Public Funds/Mutual Funds22%
  • Investment Grade Corp Bonds10%
  • US Government Bonds9%
  • Cash & Cash Equivalents7%

Owners & executives

2 of 2
  • Andrew Salcetti

    Andrew Salcetti

    Partner, Chief Compliance and Operations OfficerCRD 5906617

  • Brian Salcetti

    Brian Salcetti

    CEO & Managing PartnerCRD 4719384

Contacts

3 of 11
  • Trevor Simon

    Trevor Simon

    Financial AdvisorCRD 7682289

  • Bryan Monteverde

    Bryan Monteverde

    Vice President, Financial AdvisorCRD 6717694

  • Peter Waitkun

    Peter Waitkun

    Portfolio ManagerCRD 5069513

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 62

Active vs passive

$393M in ETFs

Passive

71%

$279M

Active

19%

$114M

ETFProviderStyleCategoryValueShares% of portfolio
JOHN HANCOCK MULTIFACTOR MID CAP ETF (JHMM)John HancockPassiveMid Cap Blend$45.4M676,99211.54%
Unlock additional holdings →

Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Rockingham
Address
22 Deer St
Time zone
ET (UTC-5)
Office locations

Similar firms

David Wendell Associates, Inc.

RIA

Portsmouth, NH

AUM $1.3BTEAM 5REPS 5

Charter Oak Capital Management

RIA

Portsmouth, NH

AUM $1.6BTEAM 27REPS 16

Tide Cycle Resources LLC

RIA

Portsmouth, NH

AUM $1.9BTEAM 2REPS 2

CMH Wealth Management, LLC

RIA

Portsmouth, NH

AUM $813MTEAM 9REPS 7

Wellesley Asset Management, Inc.

RIA

Portsmouth, NH

AUM $2BTEAM 30REPS 25

Matrix Capital Management Company, LP

RIA

Portsmouth, NH

AUM $2.3BTEAM 7REPS 3
More RIAs in Portsmouth →All New Hampshire RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth